Are you:


  • Beginning to accumulate wealth or would like to start?

  • Too busy to handle your finances?

  • Approaching retirement and need to reevaluate your financial situation?

  • Retired and wanting to pass along the family financial affairs in good order to your heirs?

  • Busy building a business and would rather focus on your clients than on paying your bills and compiling your financial statements?


No matter what your personal or business financial situation and goals, AFS has the solutions you are seeking.

Will my family be taken care of?
Can you pay my bills while I work with clients?
How are my investments doing?
Does our estate need to be updated?
Am I saving enough to retire?
Who will pay my bills while I am travelling?
Which medicare plan is right for us?
What is the best way to pay for my kids' college education?



AFS is a multi-family office that provides confidential, secure, and personalized financial services to individuals, families and businesses.


With deep and long ties in the Roaring Fork Valley and Colorado, our team consists of trusted financial professionals who organize and simplify your finances in your otherwise complicated life. Our team brings a highly experienced perspective from our backgrounds in the broad financial services sector. We use our expertise to provide you with concise, relevant information to enable you to better manage your assets and achieve your financial goals.


With over 25 years working in the financial industry, AFS helps you achieve your personal and financial goals. We objectively and administratively free up your time by managing the more tedious and time consuming tasks involved with managing your wealth. We simplify your life by representing your best interests. We take charge of your financial life by coordinating your professional advisors – bankers, investment managers, accountants, lawyers, and insurers.



AFS is in one business – to be YOUR family office. We do not accept compensation from investment managers. We are not part of an investment bank. We do not sell proprietary products. We are ONLY paid by you!