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Aufman Associates Inc.

Financial Management | Personal Financial Counseling

  • Learn About Us

    WELCOME TO

    AUFMAN ASSOCIATES

    Learn about us

  • Our Services

    OUR COMPREHENSIVE

    APPROACH

    Learn about our services

  • Meet Our Team

    BALANCE OF EXPERIENCE

    THE AUFMAN TEAM

    Meet our people

  • How We Operate

    OUR PERSONALIZED

    STRUCTURE

    See how we operate

OUR APPROACH

The Big Picture

Aufman Associates takes a “big picture” approach, bringing all elements together to protect and grow overall wealth.

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INVESTMENT MANAGEMENT

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Market Research and Analysis

Investment Policy Development

Asset Allocation

Manager Selection and Due Diligence

Tax Managed/Maximized Net Return

Implementation, Management, Monitoring

Performance Reporting

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FINANCIAL PLANNING AND COORDINATION

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Tax Filing Coordination, Oversite, and Review

Estate Planning Management of Structures/Trusts, Gift Programs, Foundations

Insurance Review/Recommendation

Executive Benefit Guidance/Oversite

Cash-flow Management/Billpay Services

Strategic Planning, Special Planning Areas

ADDRESS

2200 Georgetown Drive, Suite 401

Sewickley, PA 15143

CONTACT

Phone: (724) 934-5600

Toll-Free: (888) 283-6260

Fax: (724) 934-5622

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© Aufman Associates Inc 2015