Acuff Financial Services

EST. AUM
$25,100,849

CONTACTS

CLIENT ACCOUNTS
96

Firm Details

Metro area Athens
CRD Number 335290
Website acufffinancial.com
Client types

Overview

Acuff Financial Services is a comprehensive financial services firm headquartered in Watkinsville, Georgia, with offices in Loganville and Winder. Founded from Perry Acuff's accounting practice with over 40 years of operating history, the firm was rebranded in 2014 to reflect its expanded scope beyond tax and accounting. Since January 2020, Pete Flemming has served as President and Owner, growing the firm to three locations including the 2023 acquisition of O'Neal, Broach & Still. The firm delivers integrated services spanning tax preparation, accounting, payroll, financial planning, wealth management, and insurance to individuals, families, pre-retirees, retirees, and business owners. Investment advisory and portfolio management services are provided through its affiliated registered investment adviser, AFS Wealth Management LLC , which manages approximately $25.1 million in client assets across 40 clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Acuff Financial Services

Platform Details

Investment Preferences

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