Advisor Financial Services, LLP is a fee-only independent financial services company. We provide investment account management services for private clients, and we also support and advise small to medium businesses on retirement benefit solutions. For larger companies, we offer employee-direct retirement services, where we work with individual employees to offer specific investment advice tailored to their company's retirement plan, i.e.: 401k, 401a, 403b and profit sharing plans.
Discriminating private investors, including individuals, trusts and foundations, increasingly demand objective and independent financial management advice and services. We provide that truly independent, objective solution. We do not receive commissions, and yet we have access to thousands of money managers, mutual funds and exchange traded funds. Because we are fee-based, we are able to provide a premium service with none of the conflicting interests that many commission-based advisors face. We utilize asset allocation techniques and diversification principles to minimize our client's exposure to investment risk, while still helping them achieve their financial goals.
Advisor Financial Services, LLP is an extremely valuable resource for small and medium sized business owners and managers. In today's competitive business environment, it is imperative that a business carefully balance the cost and quality of owner and employee benefit programs. We provide business owners cost efficient yet highly desirable retirement benefit solutions while also providing clarity of fees and associated costs.
At Advisor Financial Services LLP, we understand and take very seriously, our fiduciary responsibility to our clients. We also understand and assist business owners with the fiduciary issues unique to them. We work closely with our clients to mutually determine their needs, whether educational, retirement-focused, philanthropic, business-related or others. We carefully listen to client concerns and then work for our clients to develop and implement a solution that will help them achieve their financial goals.