As one of the region’s most established independent fee only advisory firms, Aufman Associates has been helping clients protect and grow wealth for more than 30 years.
We provide broad based continuing financial assistance to clients. Our role is to be the source of simplicity for financial affairs, the initiator to the achievement of goals, and the controlling agent to the accumulation, preservation, and distribution of wealth.
A comprehensive "big picture" approach combined with a very honed and tested investment process helps to achieve and continue financial success.
As a Registered Investment Advisor, we serve as a fiduciary for our clients and have always been fee-only. Our revenue comes only from our clients and no other source, which means we are free from the conflicts of interest that are often part of a financial relationship.
Aufman Associates works with a limited number of clients, allowing each relationship to be managed directly by the principles of the firm.
Number of Client Relationships
Length of Typical Family Relationship