Aufman Associates serves a limited number of clients as a single team model. You are connected to the senior members of the firm vs. a client relationship manager.
Common in the industry is the desire to greatly grow the number of clients and create an institutionalized structure. We do not have this desire.
While we are a business and do like the idea of growth, our idea of growth is growing the assets of our existing clients and taking on new clients only when the fit is appropriate.
We are a successful firm, well established, and respected in the industry. We strive to continue our good reputation by maintaining the highest level of service to our existing clients.
Click here to see our “Client Relationship Summary” as filed with the SEC.