Mission Statement

Our mission is to provide full attention, effort and dedicated focus on helping you achieve your financial goals, regardless of size and/ or complexity. We have the skill, energy and determination to stay up at night so you don't have to.


Value Statement

We build our approach to be very different from most others...

AFS Clients feel:

Embraced: Surrounded by talented, loyal, trustworthy and passionate team members.
Assured: Confident that we are working to achieve your goals. You are not in this alone.
Inspired: Ready to address your goals with knowledge and confidence.


Vision Statement

We aspire to service the greater New Orleans region with a community focus while having access to global solutions.