DIVERSIFIED. DISCIPLINED.
DESIGNED AROUND YOU.

We believe that at least 75% of your investable assets should be in a well-diversified, broad market based portfolio that allows for growth while also accounting for possible equity market downturns. Use The AFAdvanced core portfolio strategy slider below to see which risk profile fits you best.

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Conservative Moderate Aggressive
AFA

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FREE PORTFOLIO ANALYSIS

A portfolio analysis is essential for investors with assets exceeding $500,000, ensuring their investments align with financial goals,risk tolerance, and market conditions. A free portfolio analysis provides a comprehensive evaluation of asset allocation, diversification, risk exposure, and performance optimization—helping investors make informed decisions.

WHAT YOU CAN EXPECT FROM US

ACCOUNTABILITY. Through our practices we ensure that every recommendation, decision, and action made on your behalf is justifiable, transparent, and rooted in sound financial logic. In short, we work for you. We are motivated by the idea that through your success, comes ours -not the other way around. We are your dedicated team of local, Orlando financial advisors. Here to meet your each and every need. This premise in place, we can with mutual confidence begin our journey together.

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Our Services