# Advanced Financial Services

Advanced Financial Services is a RIA based in Jasper.

## Overview

- **Organization type:** RIA
- **Headquarters:** Jasper
- **Founded:** 1990
- **Assets under management:** Undisclosed
- **Website:** keepingyouretired.com
- **LinkedIn:** https://www.linkedin.com/company/1-advanced-financial-services

## Regulatory record

- **CRD number:** 162142
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/162142

## About

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.

## People

- 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

## 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.

## Related profiles

- [Menlo Equities](https://altss.com/profile/menlo-equities)
- [Marlin Sams Capital Management](https://altss.com/profile/marlin-sams-capital-management-llc)

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Last updated: 2026-08-11T15:05:57.154Z

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