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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Why Do I Need a Financial Plan?

It’s a good question, and something we hear all the time.

To help you answer it, we’ll ask a new one: Have any of the following thoughts crossed your mind?

  • Am I saving enough to reach my goals?

  • Will the money I’ve saved last through retirement?

  • Am I investing too aggressively or conservatively?

  • Are there are other strategies I should be considering? 

If you answered “Yes,” then a Financial Plan may be a what you need to find some clarity.

We specialize in addressing these types of questions. Here’s how it works: We sit with you, gather the relevant data, and then work through a few iterations of a financial plan that lays out the steps needed to reach your goals


1965 E 6th St, Suite 713
Cleveland, Ohio 44114