General
Who is Advisor Financial?
Advisor Financial Services is a fee-only independent financial services company founded in 1998 and registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940, as amended.
We provide investment account management services for private clients, and we also support and advise small to medium businesses on retirement benefit solutions. For larger companies, we offer employee-direct retirement services, where we work with individual plan participants/employees to offer specific investment advice tailored to their company’s retirement plan, i.e.: 401k, 401a, 403b and profit sharing plans.
Our office is located in Woodstock, Georgia.