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Our Philosophy

In the financial industry, success rarely results from isolated endeavors. Partnerships are paramount. At AFN, a spirit of collaboration is central to our guiding philosophy. It drives our mission to provide clients with the optimal path to wealth accumulation and preservation. Anchored by our strategic and comprehensive approach to planning, we collaborate within every discipline of our firm and throughout the industry at large. By leveraging our network of trusted partners, we deliver truly layered support and state of the art services.

Collaboration has proven to be an unshakable foundation for our strategic efforts, one that has resulted in the most authentic form of support: referrals. Approximately 95% of our business is constituted by client referrals, a fact which fuels our firm and philosophy on a daily basis.