Optimize Your Money,
Optimize Your Time

American Financial Management Group works with you to align your finances so that you can make the most of the scarcest of resources - TIME

Learn More

It's All Connected

At AFMG we want you to have the resources, both time and money, to do the things you WANT to do in life, and not just the things you HAVE to. That takes being deliberate about your “#2ndHalfPlan”. We help you get clear on your goals, decide on the path to get to those goals, and keep you on track along the way.

Learn More
Financial Planner in Philadelphia

Financial
Asset Analysis

Review and Assess
Inventory and Categorize
Explain and Suggest

Income Planning in Philadelphia

Investment
Management

Return efficiency
Risk awareness
Tax sensitivity

Investment Management in PA

Goal Based
Planning

Goal identification
Future projections
Assumption discussion

Retirement Planning in Philadelphia

Retirement
Income Planning

Lifestyle funding
Medicare and Social Security strategies
Survivor income

Financial & Retirement Planning in Philadelphia

Retirement Account Optimization

Account taxation
Funding selection/levels
Beneficiary & legacy planning

Financial and Estate Management in Philadelphia

Estate and
Trust Strategy

Liquidity concerns
Tax trade-offs
Bequest funding

Services

Doctors have the Hippocratic Oath. We at AFMG have the Fiduciary Standard. This means when we say we put clients first, we are legally and morally obligated to do just that. We earn our fees by giving you our best advice and not by selling you “stuff”.

Learn More About Our Services

Let's Talk

The true value of planning emerges in the discussion and collaboration of our knowledge applied to your unique circumstances. We bring our areas of expertise to your areas of curiosity, ambition and worry.

Let’s get this conversation started.

Schedule YOUR 15 Min Consultation

Blog

Please enjoy our latest thoughts on pertinent issues. Remember there are no “one-size –fits-all” solutions when it comes to money.

Learn More

Social Security Bankruptcy? No.

And keep your retirement; And your so-called Social Security – Merle Haggard (Big City) I am a huge ...
Read More

Work Transition

Retirement - withdrawal from one's position or occupation or from active working life -Merriam-Webster Dictionary I hate this ...
Read More

Useless Advice

When it's said and done we haven't told you a thingWe all know that Crap is King; Give ...
Read More

Unknown unknowns

"There are known knowns. These are things we know that we know. There are known unknowns. That is ...
Read More
American Financial Management Group White Logo
Sofia logo tagline_C_05_12 White
Who We Are

AFMG is an advisory firm focused on helping you understand what is needed to optimize your “#2ndHalfPlan”.

Services
  • Financial Asset Analysis
  • Investment Management
  • Goal Based Planning
  • Retirement Income Planning
  • Retirement Account Optimization
  • Estate and Trust Strategy
Contact Details

1055 Westlakes Drive, Suite 300
Berwyn, PA 19312
484-324-9090

Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and American Financial Management Group (AFMG) are separate entities.