<strong><em>Private Wealth Management <br />&#38; Retirement Plan Consultants</em></strong>

Private Wealth Management
& Retirement Plan Consultants

Experience the difference of Premium Wealth Management.

Trusted. Independent. Credentialed.

Complex Advisory Strategies Made
Brilliantly Simple.

Portfolio Management

  • OCIO (Outsourced Chief Investment Office) 
  • Discretionary Portfolio Management
  • Advanced Asset Allocation Optimization
  • Risk Analysis & Stress Testing
  • Investment Policy Design
  • Portfolio Strategy Review
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Holistic Financial Planning

  • Cash Flow Optimization
  • Investment Synchronization
  • Risk & Insurance Analysis
  • Tax Planning
  • Estate & Trust Structuring
  • Charitable Giving Strategy
  • Education Funding  Planning
  • Liability & Credit Optimization
Learn more

Corporate Retirement Plans

  • Plan Design
  • Investment Selection & Monitoring
  • Employee Education & Advice
  • Fiduciary Management
  • Vendor Selection Support
  • Investment Policy design
  • Administrative Concierge
Learn more

Financial Strategy is Complicated. We'll Get You Organized & Focused

One Point of Contact to Help You Stay On The Right Course.

Our mission is to provide our clients with quality financial expertise along with rapidly responsive service through an honest relationship.

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. 

We Offer a Distinctive Approach

Forward Thinking

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.  

Modern Tools 

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.

Clear Vision & Direction

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. 

Client Logins

Welcome back. We thank you for your trust and confidence.  

Getting Started is Easy

While every conversation is different, be prepared to cover some general information and
get a sense of what it's like to collaborate with us.

Contact us today to schedule an executive briefing in order to discuss your financial strategy needs.

Thank you!


Toll Free: (855) AFS - 4545 
Main Office: (937) 610 - 9388 
Fax: (937) 523 - 0323


2500 Kettering Tower 
40 N. Main St. 
Dayton, OH 45423

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