About Us

Discover our mission, vision, and the
regions where we proudly serve clients.

AFG Wealth is Different From Other Firms

While they spend most of their time looking for new clients, we spend our time taking care of those we already serve, and we only take on new clients to whom we have been personally introduced.

Our Mission

AFG Wealth, is a boutique financial services practice with expansive alliances and resources, committed to understanding our clients, in order to design personalized tax strategies to accumulate, preserve, and protect their wealth and income. Our core focus is maintaining our client’s best interests at all times.

Our Vision

Making sure you get the proper recommendation starts with taking an in-depth look at where you are today and where you want to be tomorrow.

And because we know your objectives may change over time, we approach long-term planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws, and changes in the marketplace.

We can help you design a strategy that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented.

Our Expertise

At AFG Wealth, we specialize in crafting tailored financial strategies designed to meet your unique needs, offering expertise in:

Retirement Planning

Insurance Solutions for Businesses & Individuals

Fee-Based Financial Planning

Fee-Based Wealth Management

Estate & Charitable Planning

Community Involvement

One of the most rewarding aspects of being strategic with your time is that it allows you to create an impact on the lives of those around you. We believe that by using our time to help others, those minutes and hours increase in value exponentially, which is why our firm is committed to giving back to the people and causes we care about. Below are some of the organizations we’re proud to support.

Compass Regional Hospice and Compass Kids Camp logos

Where We Do Business

Based in Maryland, we serve clients in many states throughout the nation. If your state isn’t highlighted and you’re interested in working with us, reach out and we can discuss how we can help.

USA map with the states AL, CO, DC, DE, FL, GA, MA, MD, NC, PA, RI, SC, TN, TX, and VA in dark blue and a location icon in Easton, MD

Our Location

8706 Commerce Dr., Suite #1
Easton, MD 21601

Discover Your Risk Number

Get in Touch

Call: 443-249-3311
Fax: 443-249-3312