Azimuth Financial Planning (AFP) differentiates itself from the vast majority financial advisors by adhering to the following criteria.

AFP is fee-only, independent and objective, the firm does not earn commissions or referral fees for selling products. This ensures we have no hidden agendas and can provide unbiased advice that you can count on and trust.

AFP works with all of its clients in a fiduciary capacity; we will act in good faith and in the best interest of the client at all times. We have taken the NAPFA Fiduciary Oath to emphasize our commitment to our clients’ interest and financial well-being.

AFP provides comprehensive financial planning services examining all aspects of your financial affairs customized specifically to your situation; not canned financial plans designed to sell more proprietary products to you.

Due to our fee-only business model and our affiliation with Shareholders Service Group we have access to the full realm of investment vehicles ranging from mutual funds, ETFs, and individual securities; not a finite approved list of partner products dictated to us by a brokerage firm or bank. In addition, the firm is an approved Dimensional Fund Advisor (DFA) advisory firm.

AFP does not take custody of your investments; we work with custodians such as Shareholders Service Group, which ensures each client’s assets are held in their name by an independent firm allowing them to verify account balances, transactions, and performance at anytime 24/7.

AFP is committed to providing a high level of personalized service, as this is critical to our success. Unlike many financial service firms with a high churn rate of both advisors and clients, we do not work with hundreds of clients; therefore, our success is based on each individual client’s success at achieving their goals.

Ask yourself, does your current financial advisor adhere to the same level of client care? If not consider giving us a call at (603) 373-8793.