Investment Philosophy

AFC Wealth Management was founded on lessons learned from two defining influences in Eric Jacoby's life. The first was a deeply personal family experience, and the second was the investment philosophy of Warren Buffett.

As a child, Eric witnessed his father build what should have been generational wealth, only to lose all the family's wealth after its sale due to poor financial planning and investment decisions. That experience left a lasting impression and inspired a lifelong commitment to helping families protect the wealth they have worked so hard to build. Today, that commitment remains a cornerstone of AFC Wealth Management's philosophy.

Another significant influence has been Warren Buffett's golden rule of investing:

• Rule No. 1: Never lose money
• Rule No. 2: Never forget Rule No. 1

These principles reflect our disciplined, conservative investment philosophy. While we seek opportunities for long-term growth, our primary focus is on managing risk, preserving capital, and helping our clients pursue their financial goals with confidence.