About | Aufman Associates
Independent Fiduciary Advisors Trusted Across Generations
Aufman Associates is an independent, fee-only firm built on long-term client relationships, personal service, and decades of experience guiding complex financial decisions through ever-changing market cycles.
For over 40 years, we’ve built enduring, multigenerational relationships by staying focused on fundamentals. We don’t chase trends. We deliver disciplined, data-driven fiduciary planning and investment management designed to serve our clients’ long-term best interests.
The Aufman Story
Aufman Associates is an independent wealth management firm established in 1983. We are intentionally structured to serve clients’ best interests without conflicts. From the outset, our firm worked with senior executives and successful professionals whose financial lives required clarity and coordination.
Over time, the firm evolved beyond planning alone, expanding into investment management and ongoing oversight to ensure decisions were consistently implemented and managed. Today, Aufman Associates serves individuals and families across generations, bringing continuity, experience, and disciplined judgment to complex financial decisions.
Our Philosophy: An Independent Wealth Management Firm
Comprehensive Expertise
We integrate wealth planning and investment management to ensure decisions across investments, taxes, and long-term strategy remain aligned and effective over time.
Fiduciary Commitment
We operate under a fiduciary obligation, making every recommendation with the sole purpose of acting in our clients’ best interests.
Decades of Experience
With more than 40 years of experience, we guide clients through market cycles and life transitions with perspective shaped by long-term observation and disciplined decision-making.
Collaborative Approach
Clients work with a dedicated team and have direct access to senior advisors who coordinate across disciplines to ensure decisions are implemented thoughtfully and kept on track.