Filling the demand for objectivity & independence

Advisor Financial Services, LLP is a fee-only independent financial services company. We offer investment management services for private investors, whether they are individuals, families, trusts or foundations. We utilize asset allocation techniques and diversification principles, with in-depth downside risk analysis to minimize our client's exposure to investment risk while still helping them to achieve their financial goals.

Discriminating investors increasingly demand objective and independent financial management advice and services. Advisor Financial's Private Account Services fills this demand. As a fee-only advisor, we are product neutral and are able to provide a premium service with none of the conflicting interests that most commission based services face. Our platform gives us access to over 10,000 mutual funds, exchange traded funds and separate account managers. And because we have no bias regarding investment vehicles, our clients receive only high quality, conflict free advice and service.

A disciplined approach, guided by experience

Our experience shows us that few investors follow a disciplined approach to investing. Working with our clients, we develop and document a policy outlining long term objectives, constraints for portfolio volatility, cash flow expectations, security and asset class preferences and standards for measurement. This Investment Policy Statement serves as a point of reference when evaluating the performance of the overall portfolio and the underlying components. It forces careful evaluation when the temptation to deviate from the guidelines becomes strong.

For each client, a custom solution

At Advisor Financial Services, LLP, we embrace the fiduciary responsibility we have to our clients. We work closely with them to mutually determine their goals and needs, and then choose and implement an investment course of action that is best suited for them.

Contact us today to get started

For more information, please contact Jeffrey Baumert or call (888) 644-7757.