Who We Serve

Family & Individuals

Wealth expands opportunities. It also expands your need for advisors who keep the full extent of your financial life in order while valuing your trust and confidence above all else.

Non-Profits & Foundations

AAF Wealth Management provides institutional investment advice and money management, financial planning & consulting, executive deferred compensation and retirement plan consulting, and succession planning solutions for nonprofits, private foundations and public charities.

Business Owners & Investors

Leading a business that generates wealth is an exhilarating journey, but it’s also a responsibility that demands more than just passion. It requires unwavering energy and the ability to harness the right resources precisely when they are needed, to seamlessly execute on the array of responsibilities that define your path.

Retirement Plan Sponsors

Plan sponsors take on substantial personal risks. As a decision-maker, you are a fiduciary, personally liable for the prudent management of someone else’s money. So, how can you best satisfy your legal obligations as a fiduciary?