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


Investment Management

We create customized portfolios for our clients based on their unique needs.  

Follow the link to learn more and see a sample portfolio.

Financial Planning

We specialize in helping individuals and families save for, and make their money last throughout retirement. 

Follow the link to learn more and see a sample plan.

Personal Financial Consulting

Ever wanted a helping hand managing your portfolio? Or maybe you’d like some guidance on saving for retirement, but you want to handle the day-to-day management yourself?

We can help with that. With Personal Financial Consulting, you keep the hands-on work of maintaining your finances. But, you have an expert waiting in the wings whenever you want some advice or a second opinion.


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