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We are values-driven.

Since the day we started business, every decision, every action, and every relationship has been based upon our core set of values. These are not merely suggestions, but rather overriding principles of how we run our organization.

Anderson Financial Group (AFG) Core Values


  • Adhering to a code of moral and ethical values provides the foundation for everything we do.
  • We value and honor the trust our clients place in us and always put their interests first.


  • We encourage an environment that inspires teamwork among our colleagues.
  • We collaborate with our investment managers, vendors, expert-team members, and other business partner to always provide the best experience for our clients.


  • Our commitment to excellence in client service is unwavering.
  • We strive to be outstanding corporate citizens, dedicated to giving back to out local communities.


  • We have demonstrated the resilience to learn and grow during times of adversity.
  • We succeed by being steadfast and determined.


  • We are never satisfied with the status quo. We continually challenge ourselves, which means that we do not settle until our clients' needs are met to the greatest possible degree. 
  • We remain open to new ideas that keep us at the forefront of our industry.


  • ​By acting with humility, we earn the trust and respect of all with whom we do business.
  • We admit our mistakes and see them as opportunities to grow and improve ourselves.


  • Our commitment is to have a positive impact on everybody we deal with.
  • We strive to make a meaningful difference everyday to the community around us.

Community isn't just where we live.

It's who we are. We take our responsibilty to the world around us as an overriding principle in how we live business and personal lives.

We give back. Whether it be through our countless volunteer hours, or through our ongoing financial support, we support organizations that we feel make the world a better place to live.

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