Alex Assaley is Named 2018 Top Advisor by Participant Outcomes


Bethesda, MD (November 19, 2018)AFS 401(k) Retirement Services, a Retirement Plan specialist in Bethesda, MD, today announces that its Managing Principal, Alex Assaley, AIF®, has been named ‘2018 Top Advisor by Participant Outcomes’ (TAPO) recipient, he was chosen by a group of independent panel of industry experts.  

This year’s panel of judges included:

  • Barbara March – The BridgePoint Group
  • Tony Mingo – vWise
  • Hugh O’Toole – innovu
  • MKay Leydon – Each Enterprise
  • Richard Carpenter – USVI Pensions

“Alex clearly articulates his organization’s ability to look at the whole person and their total financial wellness,” O’Toole said when commenting on choosing Assaley for the top of his ballot. “Like everything in his business, he has a process that is well thought out and thorough. For those that he is helping he creates an expectation that they are all in on their own improvement. He brings innovation to identifying the core opportunities, the solution and the implementation.”

The award was presented by 401(k) Specialist and J.P. Morgan Asset ManagementAlthough J.P. Morgan Asset Management is a partner in the recognition and celebration, it was in no way involved with, or responsible for, the selection of the Top Advisors by Participant Outcomes, as it is strictly an editorial process.

401k Specialist: Top Advisor By Participant Outcomes (TAPO): Nominations were solicited by 401(k) Specialist magazine. Advisors respond to a series of questions and one advisor is chosen by panel to be profiled each month. Individuals were selected solely based on the subjective opinions of 401(k) Specialist’s panel and are not indicative of the advisor's future performance. Your experience may vary. For more information, please visit here.


About AFS 401(k) Retirement Services, LLC 

AFS 401(k) has been providing individuals and organizations with financial guidance since 2006. Located at 7700 Old Georgetown rd the firm prides itself on crafting unique strategies for each client. For more information, please visit