A complete list of active advisors currently associated with American Financial Planning, Inc.

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

American Financial Planning, Inc. provides financial planning and discretionary investment management primarily to individuals (including high net worth clients) as well as to corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm frames comprehensive financial planning as the foundation for client decisions and also offers pension consulting and one-off planning or retainer arrangements to match varying client needs. AFP generally implements diversified, index-based portfolios supplemented occasionally by actively managed funds and documents client preferences in an Investment Policy Statement; it develops a written risk profile for each client, reviews accounts at least quarterly, and rebalances portfolios no less than semi‑annually. The firm also offers customizable investment screens for ethical or social exclusions and manages all client accounts on a discretionary basis. Compared with many peers, AFP notes third‑party ratings in its materials, an uncommon disclosure for firms of this size, and the advisory team includes multiple CFP® professionals and at least one advisor holding a Tax Planning Certified Professional® designation. The firm also provides tax‑preparation services as an IRS e‑file provider during tax season and adopts a Code of Ethics explicitly grounded in Judeo‑Christian principles, which is a distinctive element of its written policies.

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