Wealth Management Built on Trust

At A&M Financial we take a ground up, team-based approach with every client. Each relationship starts with us listening to your specific needs, wants, and wishes. You are in control of your future and we are here to help guide you. We know that the process can be overwhelming and confusing so we strive to take a simplified approach. As always, our top priority is to act in your best interest. Our success is directly dependent upon your success.

We meet with clients on an ongoing basis to consistently monitor your progress toward your goals. We believe a team-based approach is beneficial to helping you. Together, we act as a sounding board for each other and deliberate the best course of action for each and every client. Having a CPA as a partner of the firm helps A&M differentiate by taking a tax-focused approach to your needs. We strive to maximize your returns while reducing your tax liability. A&M Financial Services is a family-oriented firm and when clients choose to work with us, they too become part of our family.