MD · Easton

Fiduciary advisors in Easton, MD

2 advisors with offices in Easton. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Easton

AFG Wealth

Easton, Maryland

AFG Wealth is a boutique financial services firm in Easton, Maryland, offering financial planning, wealth management, retirement planning, estate and charitable planning, insurance solutions, and tax strategy services on a fee-based model. The firm uses proprietary Risk Number technology to assess investor risk tolerance and takes a collaborative, ongoing planning approach that adapts to changes in clients' circumstances and market conditions. AFG Wealth primarily accepts clients through personal referrals and positions itself as a multi-disciplinary practice that coordinates with clients' existing professional advisors or brings in specialized expertise as needed.

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Brett M. Sause, CEO & Wealth Advisor - AFG Wealth

Easton, Maryland

Insurance-Based

Brett M. Sause, CEO & Wealth Advisor - AFG Wealth is an insurance-based firm in Easton, Maryland. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open four days a week.

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Financial advisors in Easton, Maryland

Advisors serving Easton specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Maryland's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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