WHAT SETS US APART
A holistic approach backed by multi-faceted expertise.
At AFP, Financial Life Planning is about living “your” version of your best life story.
And to do this, we are continually expanding our knowledge and experience so we can put that to work for you.
So share your long-term financial goals and your long-simmering dreams, and let us do what we do best... crafting a financial plan for you that provides for and realizes all aspects of your life's "big picture".
Raising the bar
is standard practice.
At AFP, we strive to stay ahead of the curve with our innovative strategies and approach, offering our clients unique services and solutions to position them for success.
AFP has been providing financial planning and investment management services for over 26 years. Our past work experiences in financial services goes back a bit further to 1981.
Our investment experience and strong working knowledge of the State of Ohio pension systems (OPERS, STRS, SERS) goes back to 1982.
It should be a given that your advisor has obtained the Certified Financial Planning designation (CFP®), but we are life-long learners, earning and continually seeking the knowledge needed to enhance our client’s lives.
• Masters of Science in Financial Planning (MSFP)
• Certified Financial Transitionist® (CeFT®)
• Accredited Wealth Management Advisor (AWMA®)
• Accredited Investment Fiduciary (AIF®)
Less than 5% of advisory firms are owned by a female, so AFP is somewhat unique. We have continued to blaze trails and are often early adopters of changes in our profession when it is warranted.
National Association of Personal Financial Advisors (NAPFA) Member
We are a member of this smaller sub-set of Fee-Only financial planners who have met stringent NAPFA requirements to be selected as part of this organization.
Navigating the Two Sides of Money
We understand that there are two sides to money... technical and personal.
Both sides are equally important and complex, but it's the personal or the behavioral side that commonly drives the decisions being made.
Our awareness of this dynamic allows us to acknowledge a balance of technical and personal influencers in your larger financial picture and builds a successful strategy that is inclusive of all aspects of your thoughts, feelings and decisions.
Let us show you how we can make a difference.
Our clients are individuals and families who come from all walks of life - professionals, business owners, or those experiencing a life changing transition.
We offer a wide range of services to embrace and address your needs, now and into the future, ensuring your money is aligned with your goals and values.
As your life changes, so will your needs...
and AFP will be there every step of the way.