Edward B. Aufman

Edward B. Aufman

| CFP®

Aufman Associates Inc.

Fee Only Financial Planner Located in Longboat Key, FL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

3010 Grand Bay Boulevard
Unit 412
Longboat Key, FL 34228

2200 Georgetown Drive
Suite 401
Sewickley, PA 15143

Edward Aufman is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Financial counseling and management

Aufman Associates offers a comprehensive approach to finances for successful individuals, families, and organizations who have accumulated substantial assets.

Founded first as a division of a pension portfolio management firm in the early 1970s, Aufman Associates became an independent entity in 1983.

Aufman Associates manages financial assets of approximately $600 Million and provides supervisory functions across assets approaching $1 Billion.