A complete list of active advisors currently associated with AFP Group, LLC

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

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.

To learn more about the advisors currently working at AFP 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.