Aufman Associates Inc.
Aufman Associates offers a comprehensive approach to finances for a limited number of successful individuals, families, and organizations. The relationships we have with our clients are very long-term... most commonly exceeding 25 years. We make sure all aspects of finances are on track and stay on track. We look forward to the possibility of working with you in the same way.
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 $800 Million and provides supervisory functions across assets approaching $1 Billion.