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AFS Wealth Management, LLC

EST. AUM
$117,983,088

CONTACTS

CLIENT ACCOUNTS
499

Firm Details

Metro area Detroit
CRD Number 287832
Website afsfinancialgrp.com
Client types

Overview

AFS Wealth Management, LLC, operating under the AFS Financial Group brand, is a Michigan-registered investment adviser based in Farmington Hills. The firm specializes in retirement-focused wealth management for individuals and high-net-worth households, integrating investment management with tax-smart retirement planning, income planning, Medicare considerations, and related financial strategies. Its investment process may incorporate mutual funds, ETFs, equities, bonds, options, tactical institutional managers, hedged-equity approaches, and external investment managers. The firm reports approximately $107.7 million in regulatory AUM and is led by Phillip P. Putney, CPA/PFS, its Managing Member and Chief Compliance Officer.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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