What We Do

** Professional, objective financial advice is valuable for our clients.  Let us help you succeed.

** Our fiduciary duty is to provide transparent, independent advice.  Additionally, we utilize third-party custodians like Schwab and Fidelity to provide secure monitoring and reporting for all of your accounts.

** We offer complete financial plans that give you a clear view of your overall financial picture, today and in the future.

** We work in conjunction with your other financial professionals on estate and tax planning to make sure the other parts of your total picture are implemented for the best possible outcome.

** The team at AFA helps create a roadmap for your future. Our work on your behalf is unbiased and always in your best interest.