WE ARE AFI

Meet Our Team: Our team works hard to preserve and grow not only your wealth, but your peace of mind. With backgrounds in investing, financial planning, accounting, tax management and estate planning, our boutique team works collaboratively to help you achieve your goals. It is this collaboration that sets us apart, and helps you move toward better.

 

Contact Us

Whether you’re curious about our services, ready to get started, or simply have no clue where to begin—we’re ready to answer any and all questions.