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

WHY US?

There are many advisors out there, so what makes Anfield Wealth different? 

  • I will never work with more than 75 clients at a time.  Most large institutions will assign advisors over 250 accounts, which means clients simply do not get the attention and customized planning they deserve. 

  • We are a local business with the same resources as the largest institutions.  Because we’re a local business, you work directly with the decision makers on your account. No corporate layers or shareholders wanting more revenue – just you and your advisor. At the same time, you don’t need to sacrifice resources or access to investments. We work with TD Ameritrade, one of the largest financial firms in the world, to provide our clients with top-of-the-line investments, trading, and research.

  • We are and always will be a fiduciary.  Believe it or not, not all financial advisors are required to work in the client’s best interest. We think that is ludicrous. We always put you first, not only because it’s the morally right thing to do, but because Alex is a CFA and CFP®. That means he is contractually bound to put the client’s interest first, in all situations.

  • We are Fee-Only and Transparent.  This is an important distinction. “Fee-only” means we don’t earn commissions. We are compensated solely by our clients choosing to work with us. There’s no pressure to sell, no side benefit for using one investment vehicle over another and no conflicts of interest. This business strategy allows us to remain unbiased, objective and solely focused on achieving our clients’ goals

There are many more reasons why working with Anfield could benefit you.  Contact us anytime to set up a free consultation.

CONTACT ME

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

330-592-3870