LIFE MOVES AT ITS OWN PACE
YOUR FINANCIAL PLAN SHOULD MOVE AT YOURS.

Your life is always in motion. As you navigate toward your goals, you need a team that understands you—not just your financial statement.

 

That’s AFM. With more than 35 years of financial planning experience, we’ve learned how to look beyond the numbers to the full breadth of your situation. As your story builds, we work with you personally and patiently to create a financial plan and investment strategy that are unique to you.

Through our decades in D.C. as pioneering financial planners, we’ve developed an approach that focuses on doing the right things today so you can enjoy tomorrow.

How can our experience help shape your future?

Whatever financial goals you have, we will keep you on track.

We start by determining where you want to go, and we build a plan and portfolio to get there.

Working in the community is not enough:

It’s part of our business and our lives to make a philanthropic impact on the world around us.

TELL US ABOUT YOUR GOALS,
AND WE CAN START A CONVERSATION ABOUT HOW TO REACH THEM.

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