AAFMAA Wealth Management and Trust

Winter Park,  FL 
United States
  • Booth: 356

Helping military families achieve their financial goals.

AAFMAA Wealth Management & Trust provides Financial Planning, Investment Management, and Trust Services to current and former military members and their families. We believe in having a personal relationship with each client to develop the right financial solutions that fits their unique lifestyle, living needs, and comfort level.

We establish the right goals and objectives through periodic meetings to help each client understand the mission, any changes taking place, and the impacts of those changes.  

Brands: Let’s define your family’s goals and create a roadmap that gets you there.

 Press Releases

  • Let’s define your family’s goals and create a roadmap that gets you there. Whether you are active duty, transitioning out of the military, or a veteran, we can create a plan that anticipates the bumps in the road that you don’t see. Your personal financial plan is stress tested with multiple scenarios until you’re confidently traveling in the right direction.

    Buying a home. Saving for college. Retirement planning. We all have financial goals we want to achieve, but often have no idea how to get there. For members of the military, too often these goals take a back seat to frequent deployments and PCS moves. We all need a “financial roadmap” to chart out the best route to achieve our financial goals.

    We invite you to learn more about our financial planning services and how we can partner with you to provide the best future for your family.