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Advanced Financial Services
Advanced Financial Services (AFS) is an independent firm focused on protecting clients' money, providing income during retirement, and maximizing gains while...
Overview
Advanced Financial Services (AFS) is an independent firm focused on protecting clients' money, providing income during retirement, and maximizing gains while keeping the process simple. Cam Monroe founded the firm in 1990 to help clients preserve retirement income and pursue their goals regardless of markets. AFS has a main office in Jasper and meeting locations in Orange, Silsbee, and Dayton, and also works with clients nationwide by phone or Zoom.
General information
Firm type
RIA
Year founded
1990
Location
City
Jasper
Principals
Cam Monroe
CPA, Founder
Trae Monroe
Advisor
Erin Woods
CPA, Certified Public Accountant
Trista Flowers
Advisor's Assistant/Operations Manager
Savanna Monroe
Advisor's Assistant
Aimee Thomas
Advisor Assistant
Brenda McKee
Advisor's Assistant
Frequently asked questions
Who runs investment decisions at Advanced Financial Services?
No named investment professionals or decision-makers are publicly associated with the firm. The leadership structure is not disclosed in any available record.
What is the firm's investment strategy or focus?
There is no public information about Advanced Financial Services' asset allocation, sector preferences, or stage focus. The firm does not appear in deal databases, regulatory filings, or press releases.
Does Advanced Financial Services participate in direct deals or fund commitments?
No deal activity, fund commitments, or co-investments involving Advanced Financial Services have been reported in the public domain.
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