A complete list of active advisors currently associated with Advisor Financial Services, Inc.

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

Advisor Financial Services, Inc. is an SEC-registered independent investment adviser that serves individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and, under separate engagements, tax planning, tax preparation, and limited accounting and business consulting. The firm typically implements long-term, diversified strategies using standardized model portfolios as a starting point and tailors allocations based on client discussions of goals, tax considerations, and risk tolerance. To support ongoing monitoring and client communication for its substantial client base, the firm provides an interactive financial planning platform, an online client portal, and quarterly custodial reporting to complement its portfolio management process. Compared with many independent advisers, the firm manages an unusually large number of client relationships per advisor and relies on model-driven processes and technology to scale its service delivery. The firm’s advisory practice is closely connected to accounting services—its supervised persons also provide tax and accounting services through separate engagements—and it administers employer SIMPLE IRA arrangements using American Funds’ platform, with disclosures about servicing compensation and fee offsets.

To learn more about the advisors currently working at Advisor Financial Services, 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.