06/13/2025
Carl Holubowich, John Wittelsberger, Mitchell Strobel and Zachary Kaufman hit the links for Financial Planning Association-National Capital Area's 31st Annual Charity Golf Classic, which benefited the Foundation for Financial Planning.
Thank you to the organizers for another fantastic event!
01/01/2025
Earlier this month, we held our annual holiday lunch! We enjoyed a fun-filled afternoon of food and games to ring in the holiday season. Special shoutout to our wonderful master of ceremonies, Joan Collins!
12/30/2024
We were named one of the 52 best RIAs to work for by Financial Planning! Our firm was ranked 34th on the list, which included RIAs from across the country. We're proud to have been the sole firm from D.C. to be named in the ranking.
This recognition serves as a testament to the work culture we aim to foster at AFM, and was only made possible by our incredible team. Check out the full list here: https://www.financial-planning.com/list/the-52-best-rias-to-work-for
๐ฎ๐ฌ๐ฎ๐ฐ ๐ง๐ต๐ฒ ๐ฑ๐ฎ ๐๐ฒ๐๐ ๐ฅ๐๐๐ ๐๐ผ ๐๐ผ๐ฟ๐ธ ๐ณ๐ผ๐ฟ, created by Financial Planning. Presented in December 2024 based on data gathered between the previous 12-month period. An unknown number of firms were considered, 52 firms were recognized. Not indicative of advisorโs future performance. Your experience may vary. For more information, please visit https://www.financial-planning.com/list/the-52-best-rias-to-work-for
10/30/2024
Alexandra Armstrong, Founder and Chairman Emeritus, was on an estate planning panel at the Financial Planning Association National Capital Area's event, which gathered the region's top financial planning professionals.
On the panel, Alexandra and other experts explored the current landscape of estate planning.
10/28/2024
Our own Ryan Fleming and Betsy Fleming were in attendance for West Wing's 25th anniversary celebration! It was held, where else, but the White House, where Ryan and Betsy had the pleasure of mingling with some members of the legendary cast.
10/24/2024
We were again named one of America's Top RIA Firms in 2024 by Forbes! Conducted by Shook Research, this list captures leading RIA firms that provide guidance to clients and protect their wealth over the long term. AFM was the only D.C. firm named in the ranking.
Check out the full list here: https://www.forbes.com/lists/top-ria-firms/
**2024 Forbes Top RIA Firms**, created by Shook Research. Presented in October 2024 for the preceding 12 months. 25,103 were considered, 250 advisory (RIA) firms were recognized. Advisors do not pay a fee to be considered or to hold out marketing materials. Not indicative of advisorโs future performance. Your experience may vary. For more award information please visit: https://www.forbes.com/sites/rjshook/2024/10/08/methodology-americas-top-ria-firms-2024/
Forbes Top RIA Firms 2024 List - Registered Investment Advisors
The Forbes list of Top Registered Investment Advisors (RIA) Firms ranks leading RIA firms known for expert financial advice, client trust, and wealth management services.
10/14/2024
Members of our team participated in the annual DC Half Marathon Relay! This marked our third year in a row of running in the team relay event.
Shout out to Mitchell Strobel, Lucas Campbell, Jack Russell and Yash Dipali for making us proud!
09/26/2024
Earlier this month, we gathered in celebration of Mitchell Strobel's 15th anniversary at AFM! Our crew enjoyed a fantastic lunch at Teddy & The Bully Bar.
Mitch summed up his time at AFM well with this quote: "When I started I was just a kid, and now I have two kids." We're so proud to have you as part of our team, Mitch!
08/12/2024
Earlier this summer, our Founder and Chairman Emeritus, Alexandra Armstrong, joined the "Your Partner in Success Radio Podcast" with Denise Griffitts to discuss her book, "On Your Own: A Widow's Guide to Emotional and Financial Well-Being," now published in its sixth edition.
Listen to the full episode by following this link:
On Your Own A Widows Guide to Emotional and Financial Well-Being
On Your Own A Widows Guide to Emotional and Financial Well-Being Welcome to our podcast featuring the sixth edition of a bestselling classic, written...
06/13/2024
We were named one of the nation's top RIA firms in 2024 by Worth! A leading financial planning platform and publication, Worth included AFM in its annual list of 300 "Leading Advisors" across the country: https://worth.com/leading-advisors/top-registered-investment-advisor-firms/
๐ช๐ผ๐ฟ๐๐ตโ๐ ๐ง๐ผ๐ฝ ๐ฅ๐๐ ๐๐ถ๐ฟ๐บ๐, ๐ฐ๐ฟ๐ฒ๐ฎ๐๐ฒ๐ฑ ๐ฏ๐ ๐ช๐ผ๐ฟ๐๐ต ๐ ๐ฎ๐ด๐ฎ๐๐ถ๐ป๐ฒ. Presented 05/11/24, based on data gathered 2019 โ 2024. 41,000 RIAs were considered, 300 were awarded. Not indicative of future performance. Your experience with this Advisor may vary. For more award information, visit this page:
https://worth.com/leading-advisors/top-registered-investment-advisor-firms/
06/11/2024
Last week, we gathered for two important celebrations for John Wittelsberger.
First, we marked his 10-year work anniversary at AFM with a wonderful lunch at Morton's. Then, we were joined by his wife, April for a baby shower for his first child, baby girl Reese!
Join us in sending our heartfelt congratulations to John!
05/22/2024
Last week, Carl Holubowich, John Wittelsberger, and Mitchell Strobel participated in the 30th Annual Financial Planning Association (FPA) NCA Charity Golf Classic!
The event benefited the Foundation for Financial Planning, which works to advance pro bono financial services for at-risk populations. Our firm was proud to sponsor the beverage cart for the second consecutive year to support this fantastic cause.