A complete list of active advisors currently associated with AFSC Advisors, Inc

Warmer can help you find a great advisor at AFSC Advisors, Inc or one who fits your needs even better.

AFSC Advisors provides ongoing portfolio management and written financial planning to individuals and a range of institutional clients, including pension and profit‑sharing plans, charitable organizations, and businesses. The firm typically implements client relationships through asset‑based advisory arrangements and individualized investment policy statements. Its investment process blends fundamental analysis of companies and industries with cyclical (business‑cycle) analysis to build portfolios aligned with clients’ objectives, time horizons, and risk tolerances. Portfolios are managed in accordance with client‑specific investment policies and may be handled on a discretionary basis under the agreed restrictions. The firm’s principal also holds life and health insurance licenses and operates an elder/Medicaid planning practice, meaning insurance product sales and related services occupy a notable portion of advisor time and can involve commission compensation in addition to advisory fees. While the brochure states the firm has no current broker‑dealer affiliation, it discloses a prior registered‑representative role and notes the potential conflicts that insurance and brokerage activities can create alongside fiduciary advisory services.

To learn more about the advisors currently working at AFSC Advisors, Inc, 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.