^{Meet the Team}About AFA Financial.

^{Our Mission}Guiding You Through the Complexities of Wealth.

At AFA Financial LLC, our primary mission is to help pre-retirees and retirees navigate the transition into their next chapter. We know that stepping away from your career can feel overwhelming, which is why we are here to provide clear, steady guidance.

We focus on building strong relationships rooted in active listening. Your values and goals drive every decision we make together.

^{OUR STORY}A Helper-Focused Approach to Your Finances.

Our firm was built on the belief that everyone deserves a supportive ally in their corner. We understand that your wealth represents years of hard work, sacrifice, and dedication to your family.

We strive to honor that dedication by providing transparent, factual information and personalized strategies. Our goal is to equip you with the knowledge you need to make informed decisions about your retirement, your legacy, and your life.

Why Physicians Work With Us

We understand your world.

You make high-stakes decisions every day. You carry responsibility that most people will never experience. Yet no one ever taught you how to think about money, build wealth, or plan for the future. That gap is universal among physicians—and it’s exactly where we specialize.

We speak your language.

Compensation structures, contracts, benefits, practice dynamics, call schedules, RVUs, partnership tracks, academic vs. private practice tradeoffs—we know the terrain. You don’t have to explain your world to us. We already understand it.

We simplify what feels overwhelming.

Physicians don’t need more complexity. You need clarity, structure, and a plan that fits your life. We remove the noise, organize the decisions, and give you a roadmap that feels doable, not daunting.

We Help protect you from blind spots.

Doctors lose money not because they’re careless, but because no one is watching the details. We help you avoid the pitfalls that quietly erode wealth—tax issues, insurance gaps, retirement missteps, practice transitions, and compliance risks.

We give you back time and mental bandwidth.

Your financial life shouldn’t feel heavy. Our job is to make it lighter—so you can focus on practicing medicine, caring for your family, and living well.

We show up the way physicians need.

Clear communication. No pressure. No jargon. No ego. Just disciplined follow-through, proactive guidance, and a relationship built on trust.

^{Meet the Advisor}Andreas "Andi" Aigner.

Financial Advisor / Planner

I was born in Salzburg Austria. Mozart’s birthplace and where the hills are still alive with the Sound of Music. From an early age on I had a love of taking care of people and enjoyed travelling.

Clearly the hospitality industry was the perfect fit. As an 8-year-old when my father died of cancer and left my mother with four boys. I quickly learned the value of life insurance. The absence of it created major challenges for my mother. Through hard work, ingenuity, and determination, she was able to persevere.

While still at the University I got married and decided to stay in the United States. My wife and I have one daughter which was born premature with 2lbs. We spent 10 weeks in the hospital being the best parents we could be. Family will always come first in my life.

PFS^credentials

8+^{Years in practice}

Salzburg, Austria^{Born in}

Read My Full Bio Here

^{LET'S GET STARTED}Schedule a Meeting

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Schedule a Call

Meet the TeamAbout AFA Financial.

Our MissionGuiding You Through the Complexities of Wealth.

OUR STORYA Helper-Focused Approach to Your Finances.