FEE ONLY.
FIDUCIARY.
WEALTH MANAGEMENT.

WHY WORK WITH ANFIELD?

We are a fee only, fiduciary wealth management firm working with a small group of clients.  We believe in providing best-in-class advice, portfolio management, and service with complete transparency at a reasonable, easy to understand fee. 

WHAT WE DO

Unlike other institutions we will never work with more than 50 families at a time.  That way we can ensure every individual and nonprofit is given the customization and attention they deserve

We specialize in the three areas below:

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Investment Management

Customized, unbiased, and evidence based portfolio management.

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Retirement Planning

Gain clarity around your retirement questions.

Analysing the Numbers

Personal Financial Consulting

You manage the money, with a professional's advice.

Quoted In:

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ABOUT ALEX DOLL, CFA, CFP®

I’ve been advising individuals and non-profits for over seven years, focusing primarily on investment management and retirement planning.  During that time I have been responsible for over $250 million of investments and built hundreds of retirement plans to help my clients navigate retirement successfully.

 

However, I got into this business to help people and when you have that many clients it becomes difficult to give them all the attention they require.  So I started Anfield Wealth with the sole intention of helping people the way they deserve.  

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CONTACT US

Contact me today to set up your free first time consultation.  Whether you're new to this type of thing, or you'd like a second opinion on what you're doing, I am happy to help!

330-592-3870

515 Euclid Ave Suite 1009

Cleveland, Ohio 44114

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