A complete list of active advisors currently associated with Advanced Financial Strategies Inc

Warmer can help you find a great advisor at Advanced Financial Strategies Inc or one who fits your needs even better.

Advanced Financial Strategies Inc. serves highly compensated executives, affluent business owners, high‑net‑worth individuals and families, trusts, estates, and qualifying retirement plans. The firm provides comprehensive and modular financial planning, discretionary asset management and assets‑under‑advisement, estate planning and administration, business and employee benefit planning, and risk‑management/insurance services. AFS places strategic asset allocation at the center of its investment process and combines passive exposures with active manager selection and tactical shifts; portfolios may include equities, fixed income, real assets, alternative funds, private placements and other real‑estate‑linked investments. The firm monitors accounts continuously with at least quarterly reviews and rebalances as needed, uses Envestnet to access independent managers, and employs AI‑assisted platforms for meeting transcription and documentation support. A notable distinction is the firm’s operational linkage to real estate and transactional channels: a firm principal is licensed in real estate and the brochure discloses real‑estate planning services and the potential use of Delaware Statutory Trusts and other real‑estate investments. The firm’s principals are also licensed to implement insurance and securities transactions through broker‑dealer and insurance relationships, so AFS combines planning and discretionary management with on‑platform implementation and commissionable insurance/brokerage channels disclosed in its ADV.

To learn more about the advisors currently working at Advanced Financial Strategies Inc, 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.