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


Keep Us On Retainer

Not everyone needs “full service” financial management – sometimes, you want to handle things yourself. But, there’s nothing to say that handling your finances independently means handling them alone.

We offer tailored personal financial consulting and planning for those clients who want to manage their portfolio on their own, but would still like professional advice. For a flat $250/month retainer fee, you’ll get your own on-call financial advisor to give you some guidance on the tough questions.

Set up a free consultation to see if this is the right option for you.



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