Expertise you need, service you deserve.
Here at AFS, we take an innovative approach and deliver cutting edge financial strategies to our clients. We pride ourselves on being early adopters of industry best practices.
We blend leading-edge technology along with professional human advice to provide a premium experience. Taking advantage of modern tools allows us to spend more time with our clients.
Our clients count on us to help them "see through the noise" of today's distractions in order to stay focused on what's important. We have a defined process that we use to do just that.
We honor our fiduciary duty above all, and practice full disclosure, due-diligence, and regular communication. As a client, you will be plugged into an "ecosystem" of financial advice that is designed to deliver confidence about your financial strategy.
Welcome back. We thank you for your trust and confidence.
[email protected] Toll Free: (855) AFS - 4545 Main Office: (937) 610 - 9388 Fax: (937) 523 - 0323
2500 Kettering Tower 40 N. Main St. Dayton, OH 45423
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."