SUMEDHA’S 5-YEAR ANNIVERSARY
We celebrated Sumedha Malhotra’s 5-year anniversary at AFM! Our team gathered for an unforgettable lunch at Bindaas to mark the occasion. Congratulations on this milestone, Sumedha!
WORTH MAGAZINE NAMED AFM A LEADING RIA FIRM!
We were named one of the nation’s top RIA firms in 2024 by Worth! A leading financial planning platform and publication, Worth included AFM in its annual list of 300 “Leading Advisors” across the country.
Presented 05/11/24, based on data gathered 2019 – 2024. 41,000 RIAs were considered, 300 were awarded. Not indicative of future performance. Your experience with this Advisor may vary. For more award information, visit this page.
MITCH’S CNN SPOTLIGHT Mitch Strobel was featured in an article from CNN! Mitch spoke to the ways people can build wealth in their 30s, such as balancing retirement contributions and the importance of financial plans. Check out the full article here.
CARL, JOHN, AND MITCH’S CHARITY GOLF OUTING
Carl, John, and Mitch participated in the 30th Annual Financial Planning Association NCA Charity Golf Classic! The event benefited the Foundation for Financial Planning, which works to advance pro bono financial services for at-risk populations. Our firm was proud to sponsor the beverage cart to support this fantastic cause.
MITCH AND ELIZABETH’S DAY WITH DC METROPOLITAN POLICE
Mitch and Elizabeth spent time teaching DC Metropolitan Police Department Cadets some basics in personal finance! We’re proud to support DC’s next wave of first responders and the Washington DC Police Foundation.
ELIZABETH’S COMMENTARY IN SHERWOOD NEWS
Elizabeth spoke to the current financial landscape for Gen Z, including what challenges lay ahead and what can be done to overcome them. Access the full article here.
TAKE YOUR KIDS TO WORK DAY
Take Your Kid to Work Day did not disappoint! Meet some AFM’s newest interns: Claire, James and Arthur! Chris Rivers, Emilia White and Chaunté Stallworth had a blast showing their children a typical day in the office. The next generation of financial planners are looking bright!
SUMEDHA RAN THE CREDIT UNION CHERRY BLOSSOM 5K
This fantastic event benefits Children’s Miracle Network Hospitals and raised $550,000 as part of this year’s effort! Since 2002, the race has generated nearly $9 million in donations. Way to go, Sumedha!
NICOLETTE RAN THE CREDIT UNION CHERRY BLOSSOM 10 MILE
Nicolette ran the Credit Union Cherry Blossom 10 Mile race one day after Sumedha’s 5K. You inspire us, Nicolette!
ELIZABETH FEATURED IN GOBANKINGRATES
Elizabeth offered some thoughts on how millennials can make the most of compounding returns by saving early. Check out the full article here.