A complete list of active advisors currently associated with AFS Wealth Management, LLC

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

AFS Wealth Management provides discretionary portfolio management and access to third‑party model portfolios for individuals, high‑net‑worth clients, trusts, estates and business entities. The firm also supports financial planning needs such as retirement rollover considerations and non‑securities planning in coordination with affiliated service providers. The firm builds individualized portfolios after assessing each client’s objectives and risk tolerance, typically exercising discretionary trading authority and using a mix of asset allocation, fundamental, quantitative and technical analysis. AFS commonly implements third‑party model managers and explicitly notes the ability to allocate a small portion of assets to digital assets through a cryptocurrency‑specialist sub‑adviser. AFS is distinguished among peers by its formal affiliations with a tax management entity and an insurance management entity, which provide tax‑related planning services and offer insurance and annuity products; the brochure discloses that advisory professionals may receive commission‑based compensation for insurance sales, a potential conflict of interest. The firm’s combination of integrated tax and insurance affiliates plus engagement of a crypto‑focused sub‑adviser is less common for supported firms of this size.

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