Atwill Financial Consulting Group, LLC (AFCG) is a fee-only registered investment advisor. Our investment advisor representatives serve in a fiduciary capacity to provide clients with financial planning, investment management, and financial consulting services fully coordinated with each client's CPA, insurance professional, and estate planning attorney.
Additionally, AFCG offers a wide range of business consulting services, including: Business Exit Strategies, Business Process Optimization, Business Start-up Planning.
AFCG's guiding mandate as an investment advisory firm is to protect and grow our clients' standard of living in real (inflation-adjusted) terms through changing markets and economic cycles over time.
AFCG employs a top-down investment approach based in the Austrian School tradition of free market economics.
We integrate an analysis of fundamental, technical, monetary, geo-political, and behavioral finance factors to develop a "big picture" assessment of the global investment environment. From there, we further refine our analysis into actionable investment themes that are incorporated into each client's financial plan and investment portfolio.
- Austrian School of Economic Thought
- Adaptive Portfolio Management
- Absolute Return Investing
AFCG utilizes a Tactical Asset Allocation (TAA) strategy for client accounts. We invest across multiple asset classes for volatility management, global diversification, and inflation protection with hard asset exposure to gold/silver, energy, and nat