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Private Wealth Management &
Retirement Plan Consultants
Expertise you need, service you deserve.
Trusted. Independent. Credentialed.
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.