OUR STORY

Built on the values, ethics, and standards established by our founder, Eric Jacoby, CFP®, our approach is centered on helping you make informed financial decisions with confidence.  

Our Process

• Review your current financial situation.
• Evaluate whether your assets and accounts are structured appropriately.
• Identify your short- and long-term goals and objectives.
• Develop personalized strategies designed to help you achieve those goals.
• Meet with you, at least annually, to review your progress and adjust your plan, as your needs evolve.

We believe that the best outcomes come from collaboration. Our team will work closely with your attorney, CPA, and/or your other trusted advisors to create a coordinated financial strategy tailored to you, your family, and your legacy. And if you do not have an advisor who specializes in a strategy, not to worry, we have access to specialists across the nation specializing in all financial disciplines. It all starts with our founder, Eric Jacoby, who brings more than 40 years of experience in the financial services industry. We will work with your advisors, along with our specialists, if necessary, to provide you, your family, and/or your business, high strategic financial planning. 

At AFC Wealth Management, we serve individuals, small businesses, and families interested in maximizing their resources. We often ask, “If what you thought wasn’t true, how quickly would you like to know?” Our mission is to help clients protect, preserve, and grow, their wealth through cutting edge financial planning, tax-efficient strategies, and personalized financial guidance – all designed to support their long-term goals.