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  • Insights
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  • Contact Us
  • Wealth Planning
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  • About
  • Insights
  • Client Login
  • Wealth Planning
  • Investment Management
  • About
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  • August 25, 2026
  • Wealth Planning, Investment Management

Pros and Cons of a Private Charitable Foundation

Our CEO Ed Aufman shares his market outlook for the first-half of 2026, exploring why today's oil disruptions are unlikely to derail long-term investment strategies.
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  • May 21, 2026
  • Wealth Planning, Investment Management

First Half Of 2026: Market Outlook, Oil Disruptions, & Economic Resilience

Our CEO Ed Aufman shares his market outlook for the first-half of 2026, exploring why today's oil disruptions are unlikely to derail long-term investment strategies.
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  • Investment Management2
  • Wealth Planning8

Recent News

S&P 500 Sector Allocation: Tech, Value & Growth

S&P 500 Sector Allocation: Tech, Value & Growth

October 13, 2026
How Sophisticated Families Minimize Federal Estate Taxes

How Sophisticated Families Minimize Federal Estate Taxes

September 15, 2026
Preparing Heirs: Five Lessons We’ve Learned from Forty Years of Estate Planning

Preparing Heirs: Five Lessons We’ve Learned from Forty Years of Estate Planning

September 9, 2026


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 40 years.

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  • (724) 934-5600

Fax: (724) 934-5622

2200 Georgetown Drive
Suite 401
Sewickley, PA 15143

© Aufman Associates, Inc., 2026