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

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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. 

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We specialize in the three areas below:

Investment Management

Customized, unbiased, and evidence based portfolio management.

Retirement Planning

Gain clarity around your retirement questions.

Personal Financial Consulting

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

Quoted In:

ABOUT ALEX DOLL, CFA, CFP®

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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.  

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

Anfield Wealth Management (“AWM”) is a registered investment advisor offering advisory services in the State of Ohio and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by AWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of AWM, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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Form ADV 2A & Form ADV 2B can be found by following this link: Form ADV