A complete list of active advisors currently associated with American Financial Advisors, LLC.

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

American Financial Advisors, LLC provides discretionary investment supervisory services, individual portfolio management using model asset‑allocation portfolios, and written financial planning. The firm advises individuals (both non‑high‑net‑worth and high‑net‑worth) and certain corporate clients and reports managing roughly $950 million across about 816 client accounts. The firm establishes client objectives through in‑depth data gathering and ongoing reviews, then implements asset‑allocation‑based model portfolios while employing fundamental, technical, cyclical and qualitative analysis. Accounts are generally managed on a discretionary basis and the firm routinely uses mutual funds and ETFs (including Dimensional Fund Advisors funds) and recommends custodians such as Schwab and Fidelity for execution and custody. Compared with many peer team advisers, the brochure highlights an unusually high number of clients and assets per advisor, which the firm supports through standardized model portfolios and use of custodial/institutional platform services. The firm also provides retirement‑plan portfolio work with separate engagement terms and discloses platform relationships that supply research, trading and operational support used to scale service delivery.

To learn more about the advisors currently working at American Financial Advisors, 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.