AFP Group, LLC

The firm provides financial planning, investment consultation, and ongoing portfolio supervision for individuals, trusts, estates, foundations and small to mid-sized businesses. It also offers packaged retirement-plan services for employers, including plan type and provider selection, investment recommendations for retirement plans, and individual employee counseling.

The firm operates under a fiduciary standard and begins client engagements with an introductory interview to determine scope and develop a written investment policy or financial plan; it offers both broad-based and modular planning and a continuing service program for clients seeking ongoing access. Investment advice blends fundamental and technical analysis and generally follows Modern Portfolio Theory (long-term, diversified allocations with periodic rebalancing), while retaining the option to use active strategies in limited situations; accounts may be managed on a discretionary or non-discretionary basis with regular monitoring.

A distinctive feature is its emphasis on client education and employer-facing services: the brochure describes one-hour financial-planning seminars and educational workshops (noted as sometimes provided at no cost), along with a multi-year ongoing retirement-plan service that includes semi-annual reviews and on-site or virtual employee counseling. With a small client roster and roughly $4.8 million in assets under management, the firm documents a practice focused on tailored implementation support, including attending client meetings with attorneys or accountants and scheduled follow-ups.