Aufman Associates INC

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Fiduciary Financial Advisors | Aufman Associates Contact Us Fiduciary Advisors Providing Personalized Wealth Guidance for Successful Individuals, Families, and Trusts. Independent, fee-only guidance from a team that has been helping those with significant assets protect and grow wealth across generations for over 40 years. Learn More About Aufman Associates Personal Attention. Strategic Planning. One Less Thing To Manage. For over four decades, we’ve helped high-net-worth individuals and families stay organized and supported in their financial lives through independent, fee-only guidance. You work with a small, dedicated team of fiduciaries that brings strategic insight, clarity, and clear communication to every long-term decision surrounding your wealth. Start Building Financial Clarity 99% Client Retention Our clients stay because they feel supported, informed, and genuinely cared for. $1B+ Assets Under Management We have deep experience managing significant wealth with discipline. Serving Families Since 1983 40+ years of independent fiduciary guidance through many market cycles. Trusted Across Generations Nearly half our clients include second- and third-generation relationships. Our fiduciaries help you understand grow your wealth through: Wealth Planning We integrate tax strategy, estate structures, family planning, and executive benefits into a single planning process. LEARN MORE → Investment Management Our investment approach is disciplined and research-driven, using l

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