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"Life is a journey, and along the path we meet with many joys, many sorrows, and if we are lucky, a few trusted guides."

― Barbara Barton ―

Welcome to American Financial Services

The financial world is complex and constantly changing. American Financial Services strives to be a beacon of stability and confidence in today’s environment. Our team applies more than 85 years of experience to help clients find a clear path to the future they desire and comfort throughout every stage.

We support people who come from many walks of life and all ages, and they appreciate a hard-working, commonsense approach to wealth management. Our clients aren’t chasing hot stocks, risky investments, or the latest trends—they want an experienced, caring team who will help them support a fulfilling financial life.

Together, we can help you answer questions, such as:

  • Am I on track to continue my lifestyle in retirement?
  • Will I outlive my money?
  • Am I taking risks I don’t recognize?
  • How can I protect my assets from taxes and/or litigation?
  • Will I be able to leave the legacy I desire?

What to Expect From Our Team

When you work with American Financial Services, we will support you through every life stage and market environment—and provide the guidance you need to stay on track and feel confident along the way.

  • Real Relationships: You will have guides who understand you as a person and are here for you at all times.
  • Consistent Contact: You will experience regular meetings, reviews, and events to deepen our relationship and help keep you moving toward your goals.
  • Complete Support: Our support will synchronize each facet of your wealth, because your financial life extends far beyond your investments.
  • Clear Guidance: You will receive advice and recommendations that tie directly to your goals and help you make confident financial decisions.

Meet Our Team

Learn how we combine deep relationships and industry expertise to help our clients meet their challenges and achieve their dreams.

Our Team

See Our Process

Find the ongoing guidance and sophisticated support you need through our 5-Phase LifePath Financial Process™.

Our Process

Explore Our Services

Discover how we can address every aspect of your financial life with personalized advice and exceptional service.

Our Services

Download Our Free Whitepaper

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