A complete list of active advisors currently associated with AAF Wealth Management, LLC

Warmer can help you find a great advisor at AAF Wealth Management, LLC or one who fits your needs even better.

AAF Wealth Management serves individual and high‑net‑worth clients, as well as trusts, pension plans, non-profits and other institutions, through asset management, financial planning, and pension consulting. The firm offers discretion over managed accounts and also provides held‑away account management for workplace retirement plans and HSAs through the Pontera® platform. Investment decisions emphasize asset allocation and a rules‑based fund manager selection process that combines quantitative scoring (using FI360 and YCharts, including Fiduciary Score inputs) with a qualitative overlay and quarterly rebalancing. Portfolios may include stocks, bonds, ETFs, options and private‑equity investments, and the firm notes tax‑aware considerations in allocation and rebalancing. AAF Wealth is majority‑owned by an accounting firm, AAFCPAs, and discloses the availability of related tax and accounting services under separate engagement agreements, plus some representatives are licensed to offer insurance products. The firm also highlights operational features that are uncommon among peers — including use of a held‑away order management capability via Pontera® (with the firm covering platform fees) and a formal proprietary manager‑ranking system that informs portfolio construction.

To learn more about the advisors currently working at AAF Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.