A complete list of active advisors currently associated with AFT Financial Planning

Warmer can help you find a great advisor at AFT Financial Planning or one who fits your needs even better.

The firm works with individual and high-net-worth clients, offering investment management alongside both ongoing and project-based financial planning. It also provides educational seminars and speaking engagements for groups and the public in addition to one-on-one advisory services. The firm develops individualized investment policies and target asset allocations, employing a mix of passive and active strategies and, when appropriate, engaging third‑party outside managers under a discretionary mandate. Portfolios may incorporate tax considerations and socially conscious (ESG) approaches, and accounts are reviewed periodically to align holdings with clients’ objectives and risk tolerance. What distinguishes the firm from many peers is the regular offering of educational seminars and speaking engagements—services that are relatively uncommon among independent advisers. The firm operates as a solo practitioner whose principal maintains professional registrations and credentials (including CFP and CFA), and who allocates a substantial portion of normal business hours to advisory activities with another registered firm, a structure that may affect adviser availability and service coordination.

To learn more about the advisors currently working at AFT Financial Planning, 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.