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Your life is always in motion. As you navigate toward your goals, you need a team that understands you—not just your financial statement.


That’s AFM. With more than 35 years of financial planning experience, we’ve learned how to look beyond the numbers to the full breadth of your situation. As your story builds, we work with you personally and patiently to create a financial plan and investment strategy that are unique to you.

Whatever financial goals you have, we will keep you on track.
We start by determining where you want to go, and we build a plan and portfolio to get there.

See how we develop your Investment Management strategy »
Working in the community is not enough:
It’s part of our business and our lives to make a philanthropic impact on the world around us.

See how we stay involved »