William Gaffey is a CFA® charterholder with 23 years of industry experience. He has been with Aufman Associates Inc. since 2014. Aufman Associates serves individual clients, trusts, estates, pension and profit-sharing plans, small businesses, and charitable organizations, providing investment management and comprehensive financial planning services. The firm employs a long-term, fundamental investment approach with a focus on diversified portfolios and manager selection, managing approximately $863 million in discretionary assets with a team of three advisors.

Edward Aufman is a CFP® professional with 23 years of industry experience. He has been with Aufman Associates Inc. since 2014, where he is part of a three-advisor team. Aufman Associates provides investment management and comprehensive financial planning to individuals, trusts, estates, pension and profit-sharing plans, small businesses, and charitable organizations. The firm employs a long-term, fundamental investment approach that combines active and passive strategies and accepts complex operational roles such as trustee and bill-paying services.

Edward Aufman is a CFP® professional with 27 years of industry experience. He has led Aufman Associates Inc. since 2014, overseeing a senior team of three advisors. Aufman Associates provides investment management and comprehensive financial planning services to individuals, trusts, estates, pension and profit-sharing plans, small businesses, and charitable organizations. The firm employs a long-term, fundamental investment approach that combines actively and passively managed portfolios tailored to client risk profiles, and it also offers specialized services including employee benefit program advice, family office services, and trustee-like roles.