Who We Are

The AFS 401(k) Difference

All retirement plan advisors may seem similar on the surface.
Our firm prioritizes breaking away from the crowd and offering an unparalleled level of service.

The AFS 401(k) difference is the process.
We take the time to get to know and understand your values, and then create a custom service model to meet your needs.

Our firm stands by four specific values:

  • We care about our retirement plan participants and believe all employees should have access to tools, resources, and advice they need in order to create a strategy that allows them a dignified retirement.
  • We protect organizations and understand the challenges they face with fiduciary responsibility – We are driven to help employers and their retirement committees understand and manage their retirement plan duties.
  • We support a strong retirement system – we are actively involved within the industry to promote an ethical, innovative, and valuable retirement system for American workers. Please refer to our News & Events page to explore how we interact with the retirement advisory network.
  • We focus on our people – our firm is proud of our culture, one that promotes integrity, knowledge, and opportunities for career advancement. We recognize the importance of work/life balance and encourage involvement in continuing industry education, as well as worthwhile social and charitable efforts that are important to our employees.