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. 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

3010 Grand Bay Blvd Unit 412 Longboat Key, FL 34228-4412 Phone: 724-934-5600

Primary Office

2200 Georgetown Dr Ste 401 Sewickley, PA 15143-8752 Phone: (724) 934-5600 Fax: (724) 934-5622

Other Offices

3010 Grand Bay Blvd Unit 412 Longboat Key, FL 34228-4412 Phone: 724-934-5600