ADVANCED FINANCIAL STRATEGIES INC

Overview

Advanced Financial Strategies Inc operates as an independent registered investment adviser focused on serving individual and family clients alongside institutional relationships. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of other advisers. It bills primarily as a percentage of assets under management, with hourly fees used for some advisory work. Established as an SEC-registered adviser in 2000 and owned by an individual, the firm functions as a capital allocator — meaning it builds portfolios from both in-house strategies and third‑party managers. It is not characterized as an active ESG investor and does not describe itself as a multi-state adviser. Investment activity favors liquid exchange-traded instruments for core exposure while supplementing portfolios with external alternative managers and insurance products where appropriate.

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Public Holdings

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Location & Offices