Ed Aufman
CFP®
Aufman Associates Inc.
Chief Executive Officer
Ed Aufman
CFP®
Aufman Associates Inc.
Chief Executive Officer
As one of the region’s most established independent fee only advisory firms, Aufman Associates has been helping clients protect and grow wealth for more than 30 years. - Ed Aufman, CFP®
Comprehensive financial management for individuals, families, trusts, and foundations.
We provide broad based continuing financial assistance to clients. Our role is to be the source of simplicity for financial affairs, the initiator to the achievement of goals, and the controlling agent to the accumulation, preservation, and distribution of wealth.
Ed Aufman serves as Chief Executive Officer. Ed’s primary role is to ensure that existing clients receive the highest quality management and service. In addition he is responsible for business management and development, while maintaining the strategic vision to remain small and personal for the clients the firm serves.
Some of the families that the firm works with have been clients for forty years. Ed’s financial planning and management expertise helps to solidify the growth and protection of wealth from generation-to-generation. Ed directs all aspects of the financial planning functions of the firm and is a co-leader of investment management.
Ed has been with Aufman Associates for twenty-five years. He is a Certified Financial Planner (CFP), SEC Registered Investment Advisor (RIA), and NAPFA Registered Advisor. Ed graduated from Carnegie Mellon University with a dual major in Finance and Economics.
Ed Aufman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Based on the needs of our clients, Aufman Associates has grown from what started as a financial planning operation to what is now a comprehensive approach to financial management for successful individuals and families.
Aufman Associates became an independent entity in 1983 (a financial planning division of a larger firm since the 1970s). Clients in these early years were senior executives at large corporations. This was a driving force to create the proactive culture of the firm.
In the early 1980s it was challenging for the individual investor to find institutional quality management. Aufman Associates sought ways to align the investor with top talent. With the mindset that it is very difficult for an individual to “beat the market,” it is possible, with a refined process, to identify talent that can exceed market returns.
Early financial planning was just that… planning. An advisor would make suggestions and a client would implement the recommendations. However, successful individuals are typically very busy. As a result, financial planning recommendations tended to carry from one meeting to the next. Therefore, the firm began assisting with implementation, working with tax, legal, and other advisors on behalf of our clients. We have found this to be a rewarding approach, because it makes sure that the agreed upon initiatives are put into motion. Our firm continues to manage in this way today.
Investment management evolved in a similar fashion. In an industry that has always been challenged by conflicts of interest, Aufman Associates serves as a gatekeeper to protect and grow client wealth.
Over a four decade timeframe, we have learned a lot about the clients we serve. We have learned that it is important to align the human elements with the overall program. If the human elements are not aligned, untimely decisions based on emotion can destroy progress. The average client relationship is about 25 years. When you work with an individual for this amount of time, it is possible to understand their thought process and their comfort level in different circumstances. We can use this knowledge for the new generations that we serve so that they can also achieve success in a market that can challenge even the strongest of investors.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Management
- Estate Planning
- Trust Administration
- Management for Families / Generations
Ideal Clients
- High Net Worth Individuals/Families
- Trusts
- Private Foundations
Working Together
- Supervision of Entire Picture
- Administrative Involvement - Family Office Services
- Regular Cycle of Tax, Estate, Cash-flow, and Other Planning
- Household Financial Oversite
Professional Designations & Affiliations
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Edward B. Aufman is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Edward B. Aufman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Ed Aufman
Office Locations:
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2200 Georgetown Dr
Suite 401
Sewickley, PA 15143
