AFM was named one of America’s Top RIA Firms in 2023 by Forbes which captures leading RIA firms that offer steadfast guidance to clients and safeguard their wealth for the long haul. Check out the full list here. (2023 FORBES TOP RIA FIRMS, created by Shook Research. PRESENTED IN OCTOBER 2023. Advisors do not pay a fee to be considered or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information).
ALEXANDRA ARMSTRONG AT THE INVESTMENTNEWS’ ANNUAL WOMEN TO WATCH SUMMIT
Our Founder and Chairman Emeritus, Alexandra Armstrong, attended InvestmentNews’ annual Women to Watch Summit in New York City where she presented the Alexandra Armstrong Award for Lifetime Achievement in the Financial Services Industry to Rita Robbins, President, Affiliated Advisors.
MITCH & ELEANOR’S 5K
Mitch Strobel participated in a 5k with his daughter Eleanor for Commonwealth Cares. Founded by the Commonwealth Financial Network, this organization connects members of the financial planning world to worthy causes across the country. The 5k race was held in support of Homeboy Industries, which seeks to support those impacted by gang violence. Amazing work, Mitch!
RYAN AT THE NYSE
Ryan Fleming realized his lifelong dream of visiting the floor of the New York Stock Exchange.
ZACHARY PASSED THE CFP® EXAM
We are proud to announce that Zachary Kaufman passed the CFP® exam! This exam tests your ability to apply financial planning knowledge to real-life situations. Please join us in congratulating Zak on his amazing accomplishment.
NICOLETTE SUMMITED MOUNT YALE
Nicolette Davicino made the most of her stop in Colorado by summiting Mount Yale! This mainstay of the Rockies stands a staggering 14,200 feet and features a 10 mile trail hike!
LUCAS’ USA POWERLIFTING WIN
Congratulations to Lucas Campbell, who won first place at his USA Powerlifting meet! He claimed gold in the Men’s Raw Junior 75kg Division, and qualified for Raw Nationals next year, a competition reserved for the top powerlifters in the country!
AFM’S HOLIDAY LUNCHEON
AFM held our annual holiday luncheon! We had a blast with games and trivia led by our fantastic master of ceremonies, Joan Collins.