A complete list of active advisors currently associated with AFC Wealth Management

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

AFC Wealth Management provides investment advisory and financial planning services to individuals, including high‑net‑worth clients, and to business entities. The firm operates as a small advisory practice serving a limited client base (13 clients) with roughly $3.08 million in assets under management. The firm delivers ongoing portfolio management and financial planning but manages client accounts on a non‑discretionary basis: the adviser develops trade recommendations and obtains client approval before executing transactions, and conducts periodic account reviews. Investment work draws on fundamental and technical analysis and is tailored to each client’s goals, time horizon and risk tolerance. A distinctive feature of the practice is that the firm’s principal maintains an active insurance agency and receives traditional insurance commissions, an outside business activity the brochure discloses and treats as a potential conflict of interest. Combined with the firm’s primarily non‑discretionary asset management and small scale, this mix of advisory and insurance brokerage activity is less common among similar supported firms.

To learn more about the advisors currently working at AFC Wealth Management, 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.