Since 1879, AAFMAA has had nothing but the best interests of its members at heart. Today, we extend that focus, attention and dedication to comprehensive Financial Planning, Investment Management and Trust Services for our members through AAFMAA Wealth Management & Trust. Our mission is to be the premier provider of financial planning, investment management, and trust services to the American Armed Forces community.
We invite you to learn more about our services and how we can partner with you to provide the best future for your family. If you are a current or potential AAFMAA member and would like to speak with us about Financial Planning, Investment Management or Trust Services, please call us at 910-307-3500 for our Fayetteville Office, 407-636-8112 for our Winter Park office, 703-707-8020 for our Reston office or toll-free at 1-800-522-5221 or email us at WealthManagement@aafmaa.com.
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AAFMAA Wealth Management & Trust clients enjoy easy, secure access to their accounts anytime, anyplace, online. Current clients Login Now. Need assistance? Call your account administrator at 910-307-3500 (Fayetteville Office), 703-707-8020 (Reston Office), 321-214-4710 (Winter Park Office), or toll-free at 1-800-522-5221, or email us at WealthManagement@aafmaa.com.
AAFMAA members use The Dashboard to monitor all of their financial accounts online with one login. Login Now. Want to learn more? View a webinar on using your Dashboard. Don’t have access to your Dashboard yet?
Ask us to set up your free account by emailing us at WealthManagement@aafmaa.com
At AAFMAA Wealth Management & Trust we spend a lot of time thinking about how to secure your financial future. To follow what we’re thinking, download a white paper or listen to a webinar. Recent and upcoming material is available below. Want to learn more about a specific wealth management topic? Email us at WealthManagement@aafmaa.com.
How you allocate your investments among different asset classes may be the most important determinant of your long run returns and the volatility of your portfolio. Your asset allocation should be based on your personal circumstances. Our Risk Tolerance Questionnaire is a simple tool for beginning a review of those circumstances. Our Risk Assessment results are provided by wealth management professionals one-on-one. Don’t wait. Whether you just want a second opinion on your current asset allocation or you wonder whether a comprehensive financial plan is a wise investment for you, complete our free Risk Tolerance Questionnaire and start a focused conversation now with one of our planners.
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