Who is Advisors Financial?

Your life is about more than money. Advisors Financial is here to build on your financial success and transform it into a thorough, customized plan to help you achieve your personal goals in life. Whether you’re in your early working years or preparing for retirement and beyond, you need a trusted advisor looking out for your best interests and helping you build a financial future that empowers you to live your dreams.

Founded in 1985 and still serving many of our original clients, we have a more than thirty-year record of providing highly personalized and sophisticated financial planning for all of life’s milestones. Our wisdom, our candid advice, and our educational, collaborative approach can take the stress of financial management off your shoulders and give you the freedom to pursue the things in life that really matter.

ABOUT US

Our Team

President

Joe joined AFI in 2001 and purchased the firm from its founder as part of an internal transition in 2007. Prior to that, he gained professional experience for 11 years working in...

Senior Vice President

Amy started her career in Akron, OH, and after several years of working in other corporate and boutique financial planning practices, joined AFI in 1999. Amy was named senior vice...

Financial Planner

Susan is one of three financial planners on the AFI staff. She works with families (all three generations of some families!) and individuals to tailor financial plans to fit their...

Chief Investment Officer

Steve joined the Advisors Financial team in 2009.  As the leader of the Investment Committee, he is responsible for the firm’s investment research and portfolio management...

Financial Planner

David Mulhearn joined Advisors Financial in 2019 as a paraplanner. Currently, he is a financial planner at AFI. He enjoys the creative nature of financial planning; rotating...

Paraplanner

Karen joined Advisors Financial in 2011 and works closely with the Certified Financial Planners™ as one of our paraplanners. She serves both the planning team and our clients...

Paraplanner

Frances joined Advisors Financial in January 2016, bringing skills from both the legal and nonprofit fields. In addition to working as a researcher for one of the largest law firms...

Business Development

Laura joined Advisors Financial after graduating from Washington College in May 2021. She is responsible for building and marketing the firm’s brand. Wearing multiple hats, Laura...

How Can We Help You?

Find out how we can help you reach your financial freedom

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