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:
Customized, unbiased, and evidence based portfolio management.
Gain clarity around your retirement questions.
Personal Financial Consulting
You manage the money, with a professional's advice.
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.
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!
515 Euclid Ave Suite 1009
Cleveland, Ohio 44114