Arlington Financial Services is an independent asset management and financial planning firm. We work with individuals, families, small business owners, and their trustees. We value clear communication and the disciplined execution of customized investment solutions.
Unlike many financial firms that use a cookie-cutter investment approach to increase their assets under management, we believe each client deserves an investment strategy responsive to their individual needs and changing circumstances.At AFS, we develop and implement traditional portfolios using stocks, bonds, mutual and index funds.
Unlike many financial firms that use a cookie-cutter investment approach to increase their assets under management, we believe each client deserves an investment strategy responsive to their individual needs and changing circumstances.At AFS, we develop and implement traditional portfolios using stocks, bonds, mutual and index funds.
Services
We believe open and direct communication with our clients is an essential component to success. Financial planning is personal, so we often ask that our clients share with us many things that they don't share with anyone but their family. We also do something which many find unusual; when necessary, we will spend time educating our clients about market behavior and market risk.
Bill Paddor is the founder of Arlington Financial Services, LLC. and LLP. Bill has been in the financial industry since 1981. He gained much of his professional experience at the Chicago Board of Trade, where he served as a broker and advisor for some of Wall Street's most sophisticated and well-capitalized fixed income traders.
In order to provide comprehensive service, we have aligned ourselves with a number of qualified professionals who offer expertise in various financial disciplines. While we do not offer legal or tax advice, we will often act as facilitators and coordinators so that clients can choose the most competent professionals and control the strategic planning process.
Professionalism: We are investment experts with decades of experience in the financial markets. We are committed to the enhancement of our knowledge and skills through ongoing training and education. We highly value collaboration and have a wide network of experienced financial professionals and businesses with whom we regularly work and communicate.
As advisors we recognize that each client is unique, possessing different financial needs, desires, and goals. As experts in understanding the investment process, we know it is important to stay attuned to both our clients' needs, and to the markets. For example, we know that one of the most important determinants to our client's long-term success is the asset allocation of their investment portfolio.
Reviews
Be the first to review Arlington Financial Service.
Write a Review
