Financial Strategies Third Quarter 2019

Market Update Third Quarter 2019

U.S. markets had a positive September, which helped offset volatility earlier in the quarter. Read more

Diversification: Back and Better Than Ever

Diversification is in the running for one of the most-used words when describing any type of investment strategy. Read more

New to the Finance Industry? No Problem

When I started at AFM three years ago, I admittedly didn’t know much about financial planning or the finance industry in general. Read more

The SECURE ACT and its Potential Impact on Your Retirement

With the decline of traditional pensions, most of us are now responsible for saving money for our own retirement. Read more

New Employee Spotlight

We are pleased to announce that Alastair Berry has joined our firm as a Client Service Associate. Meet Alastair

AFM News & Notes

  • Mary Moore & Alex Armstrong attended Commonwealth Financial Network's first annual Summit for Women Advisors
  • Mitch celebrates 10 years at AFM
  • Alex named in InvestmentNews' profiles of 20 People Who Helped Shape the Financial Planning Industry
  • AFM Summer Event
  • Alex is serving on the Investment Committee of the Cosmos Club as well as Treasurer of the Boys and Girls Club of Sarasota Florida Foundation Board
  • Carl named Forbes Best In-State Next-Gen Advisors 2019
  • Cup of Joe charity event
  • Read more