Learn what AFA can do for you in just a few steps.

Start Your FREE Portfolio Analysis

A portfolio analysis provides a comprehensive evaluation of asset allocation, diversification, risk exposure, and performance optimization—helping investors make informed decisions.

Discover Your Risk Profile

A risk profile measures how much risk you're willing and able to take when investing. Knowing yours helps build a portfolio that fits your goals, timeline, and peace of mind.

Get Started

Learn what AFA can do for you in just a few steps.

Start Your FREE Portfolio Analysis

A portfolio analysis provides a comprehensive evaluation of asset allocation, diversification, risk exposure, and performance optimization—helping investors make informed decisions.

Discover Your Risk Profile

A risk profile measures how much risk you're willing and able to take when investing. Knowing yours helps build a portfolio that fits your goals, timeline, and peace of mind.

Pilot Portal

Pilot Portalmika2025-11-24T17:00:41-05:00

Investment Policy Statement

Retirement FAQs

Portfolio Design

Myths of Retirement Planning

Ask an Advisor

Investment News

Equity Distribution

Upcoming Pilot Events

SUBSCRIBE TO OUR NEWSLETTER

RECEIVE HELPFUL INVESTMENT TIPS AND INSIGHTS

CONNECT

Virtual contact is great, but sometimes you want human interaction. Relax, we’ve got you covered. Simply call us at the numbers provided below, and visit our office.

1031 West Morse Blvd – Suite 110 – Winter Park, FL 32789

Toll Free: 888-679-9779 | Office: 407-207-9006 | Fax: 407-207-0106