ADVANCED FINANCIAL SOLUTIONS, INC.

Overview

Advanced Financial Solutions, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses its advisory work on individuals and families, with a complementary offering for small-business owners. Its stated advisory activities center on financial planning and portfolio management rather than institutional or pension consulting work. Fee arrangements include a percentage-of-assets model and fixed fees, suggesting they can support both wrapped advisory relationships and standalone planning engagements. The firm is not positioned as a multi-state adviser or a capital allocator and does not present itself as an active ESG investor. That profile, combined with its client base and fee structure, points to a boutique practice that emphasizes straightforward wealth management and planning rather than large-scale institutional solutions or direct private capital deployment.

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Location & Offices