Yorktown, VA Office
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American Financial Planning, Inc.
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About
American Financial Planning, Inc. provides comprehensive financial planning and discretionary investment management to individuals (including high‑net‑worth clients) as well as corporate pension and profit‑sharing plans, charitable institutions, foundations, and endowments. The firm also offers pension consulting to business owners and provides tax preparation services as an ancillary offering.
AFP’s investment approach emphasizes diversified index strategies with occasional use of actively managed funds, and it develops written investment policy statements for clients who want restrictions or screens. Accounts are managed on a discretionary basis, reviewed quarterly, and rebalanced at least semi‑annually to align with client risk profiles and financial plans.
Compared with many peers, the firm publicly advertises third‑party ratings in its materials, a practice that is relatively uncommon among similar firms. The advisory team includes multiple CFP® designees and a tax‑planning certified professional, provides in‑house tax preparation, and maintains a Code of Ethics that explicitly cites Judeo‑Christian values as the foundation for its conduct.
Based on American Financial Planning, Inc.
Expertise
Based on American Financial Planning, Inc.
Location
Yorktown VA
Advisors at this office
1
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