A complete list of active advisors currently associated with AFL Advisory Group LLC

Warmer can help you find a great advisor at AFL Advisory Group LLC or one who fits your needs even better.

AFL Advisory Group LLC provides discretionary portfolio management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations, preparing an Investment Policy Statement for each account. Services emphasize asset allocation, security selection, and ongoing monitoring across mutual funds, ETFs (including precious metal ETFs), equities, fixed income, and real estate funds such as REITs. The firm combines fundamental and cyclical analysis with modern portfolio theory and implements long‑term trading alongside tactical and strategic allocation with quarterly rebalancing to maintain client risk objectives. AFL generally manages client assets in‑house under discretionary authority and does not use third‑party sub‑advisers. Noteworthy features relative to peers include its work with institutional‑type clients (pension plans) and charitable organizations, which is less common among independent advisers, and its practice of requiring clients to use a specific broker‑dealer—recommending Folio Investing—which affects custody and execution arrangements. The firm documents conflicts through a formal code of ethics, accepts limited custody for fee deduction, and its principal has published investment guidance and is regularly cited in financial media, a background that distinguishes its practice.

To learn more about the advisors currently working at AFL Advisory Group 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.