Alexander Financial Planning

Client Portal Online Access

AFP offers our clients three online access points.

• Wealth Management clients have access to all three.

• Investment only clients have access to two of the three.

Our clients can find direct links below
to access each "Online Access Point".

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Client Online Access Points



My
Investment
Account(s)

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My
Total
Portfolio

image CONNECT
My Wealth Management Navigator

image CONNECT
My Wealth Management Navigator

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Have a question
or need assistance?

CONTACT US
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At AFP, we help enrich your life story through thoughtful and effective financial life planning.







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1621 West 1st Ave
Columbus, Ohio 43212
1.614.538.1600

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