Welcome to Acts Financial Advisors
Acts Financial Advisors provides financial advisory services for both individual and institutional clients. Our mission is to deliver and implement tailored, holistic financial planning to help our clients achieve not just their financial, but their life goals. Our clients primarily tend to be physicians, entrepreneurs, and small/medium-sized businesses.
For individuals, we provide comprehensive financial planning with an emphasis on reducing tax bills and optimizing savings and investment strategies. AFA will also analyze insurance needs, inheritance and estate planning, retirement/college savings plans, and real estate investments.
For institutions, we provide business consulting services to optimize operations, enhance cash flow and maximize business valuations for exit planning.
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Our Mission
We will provide the premier financial advising services to physicians and entrepreneurs because of our abiding commitment to service excellence and through application of our specialized knowledge and breadth of experience.