- 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
Longboat Key, FL 34228
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.