Afton Advisors, LLC
Afton Advisors, LLC is a 100% Fee-only, Flat-fee, fiduciary planning firm based in Nashville, Tennessee. We operate virtually, so we can work with you no matter where you live in the United States. Our focus is comprehensive financial planning and investment management for one simple flat fee. Service options include one-time plans with action steps included, as well as a retainer service where we partner with you to keep you focused on your plan and goals.
Our ideal clients are:
- Pre-retirees and recent retirees who want an understanding of the next steps in their financial lives and the answer to questions about how to make retirement work.
- Mid-career individuals and families who are conscientious about their finances, but don’t have the time or energy to devote to the development and execution of their plans.
The goal of working on and executing a financial plan is to provide the client with a plan AND the action steps to execute on the plan. A financial plan with numbers and projections is nice to see, but the execution of the plan is where the real benefits are seen.
Our website also has an extensive library of Frequently Asked Questions (FAQs) and regularly updated blog posts. We hope you will visit us there to learn more.
We look forward to connecting with you for a short complementary introductory meeting to see if we are a good fit for each other. Please go to our website today and schedule a meeting at your convenience.
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identifying a potential advisor for their review and consideration. The appearance of an
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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.