• We serve our clients in a Fiduciary capacity.  This means that we put our clients’ interests first.  As a client, you therefore know that you are getting the best advice we can give, without any influence from outside interests.  Following a fiduciary standard is entirely different than how most “financial advisors” work today. More than 90 percent of financial advisors are paid (fully or partially) by commissions.  This means that they have incentives to promote products and services in order to maximize their income.  These advisors often work for large financial services firms known as Broker-Dealers.  The loyalty of these advisors is to their employer and not necessarily to their client.
  • As fee-only advisors, our advice is completely unbiased and objective.
  • We are compassionate and sensitive to each client's needs. We will work with you to make the financial planning experience comfortable and enjoyable.

  • We know that personal finance may not be your language, and we will communicate accordingly.

  • AFA, LLC is able to give each client the attention s/he deserves.

  • When you call us, you will always speak with the same person. You will not need to review your situation with someone different each time you call.

  • Choosing a Certified Financial Planner® practitioner allows you to be confident that you are working with a financial advisor with a high level of competence and commitment.

  • We are easily accessible by phone and / or e-mail and are diligent about returning your calls and e-mail.