WE WORK
FOR YOU
YOUR
VISION
OUR
MISSION
Are you planning to expand your practice? Develop new markets? Establish a business succession plan? Or perhaps you just want to serve your clients and maintain the lifestyle you enjoy. Whatever your path, AFP will help you get there!
With AFP, you will have access to unique private investments, a wide array of investment advisory solutions, best-of-breed practice management tools, and a forward-thinking team willing to take on your next challenge. Our goal is to fuel your success; as you define it.
THE BUZZ...
dan l.
afp advisor since 2011
I joined AFP to establish my independence and take control of my practice. I was especially interested in developing my fee-based business, and as experienced as I was, I knew I needed a supportive partner to reach my goals. Having a partner whose objectives were aligned with mine was critical.
Over the years, as I have identified new products or initiatives, the AFP team has always been willing to work with me to give me the tools I need to succeed.
PRACTICE
mANAGEMENT
AFP’s Praxis Dashboard helps streamline your practice with "single sign on" access to market data, email, forms, compliance, internal communications, and more. Praxis also offers a suite of optional, best-of-breed practice management tools accessible directly through the dashboard. subscribe to those you need, when you need them.
Our back office & commissions system provides a window into the AFP operations; you see exactly what we see. This allows you to track new business, commissions, licensing, and work flow.
