AFM News & Notes – Third Quarter 2026

AFM NAMED CITYWIRE’S 50 GROWERS ACROSS AMERICA 2026

 

AFM is proud to have been named to Citywire’s 50 Growers Across America 2026, We are honored by this acknowledgment and grateful for the continued trust and confidence of our clients.

 

2026 Citywire 50 Growers Across America, created by Citywire. Presented in August 2026 based on data as of 12/31/25. Citywire solely used Form ADV filing data to calculate a “growth factor” score to identify the fastest growing RIAs. This “growth factor” is a proprietary blended score that combines the following metrics: year-over-year assets under management (“AUM”) growth; AUM growth rate; and employee headcount growth. There was no submission process for the recognition. Not indicative of the Adviser’s future performance. Your experience may vary.

 

CELEBRATING ELIZABETH’S WEDDING

 

We are thrilled to celebrate the marriage of Elizabeth and Nick. This joyous occasion marks the beginning of a wonderful journey together, and we couldn’t be happier for them. Please join us in wishing Elizabeth and Nick a lifetime filled with love, laughter, and happiness. Congratulations and best wishes from your AFM family!

 
 
 
 
 
 
 
 

EGG-CELLENT MORNING AT AFM

 

Nothing brings a team together quite like a good brunch! Our team recently enjoyed a made-to-order omelette station right here in the office, giving everyone a chance to connect, catch up, and start the day with a delicious meal. A special thank you to the chefs at The Omelette Guys for the fantastic spread and for helping make the morning such a fun and memorable experience.

 
 
 
 

AFM IN THE NEWS

 

Several members of the AFM team were recently quoted in media articles, sharing their expertise and insights on a variety of financial planning and wealth management topics. We are proud to see our professionals recognized as trusted resources for industry commentary and thought leadership. To view a complete list of recent media mentions, visit our In the News page on the AFM website.

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