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We take the time to listen.

The AFG Private Client Group was founded with one purpose in mind: to help you live your dreams. However, the more successful you are, the more complex life seems to get. That’s where we come in. First, we listen and take the time to really understand the things in life that are important to you. Only then do we start developing a strategy that’s appropriate to your situation. The result is a plan that is uniquely yours and yours alone.

Our clients

The AFG Private Client Group is dedicated to providing the highest level of personal service possible to a select group of affluent clients. All of these clients have one common thread, which is that they want to be understood.

‚ÄčOur clients have unique lives, and unique needs. That’s why at AFG Private Client Group we only work with those individuals and families in which we can have a tremendous impact. Our clients define success in their lives by more than just the bottom line.

The road to success

"Without continual growth and progress, such words as improvement, achievement, and success have no meaning." 
- Benjamin Franklin

One of our driving philosophies is that success is in the journey. Within the Private Client Group, we believe that one of our roles is to help you enjoy and embrace all that life has to offer. We help our clients address all of the things that might become obstacles on the road to their success. 

Whether it be through investment consulting, advanced planning, or managing the myriad of professional relationships, successful wealth management, to us, is allowing our clients to focus on the things that are truly important to them. We want to aid you in your journey to continued success.