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.

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.

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


How We Manage Money

Just like a doctor would never prescribe treatment without a diagnosis, we’ll never show you a portfolio without a thorough understanding of your situation. Our clients always get a customized portfolio based on their unique needs.

We create our portfolios utilizing Evidence Based Investing. This means that we select Exchanged Traded Funds (ETFs) for many of our stock investments. While other financial firms may rely on actively managed mutual funds or individual stocks to create a portfolio, historical data continues to show that those strategies underperform their respective benchmarks. Compared to actively managed mutual funds, ETFs are typically lower in cost, cause less of a tax burden, and historically outperform most actively managed funds.


To see a more detailed example of a portfolio, check out our sample portfolio. It shows a high level view of a portfolio in a tax-free account. Because we customize all our portfolios, yours may end up looking different.


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