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American Financial Planning
American Financial Planning is a fee-only financial advisory firm offering comprehensive financial planning. They give impartial advice based on a client’s...
Overview
American Financial Planning is a fee-only financial advisory firm offering comprehensive financial planning. They give impartial advice based on a client’s entire situation, including life goals, retirement age, taxes, and risk, and do not sell commissioned products. Services include tax preparation, retirement planning, investment management, and financial planning for individuals and families.
General information
Firm type
RIA
Year founded
1995
Location
Region
North America
Country
United States
City
Roanoke
Corporate office
United States
Principals
Maynard L. Keller
Jr., CFP®, Founder and President
Jon A. Matlock
CFP®, Financial Advisor
Mark Castonguay
Investment Advisor Representative
Sector focus
Frequently asked questions
Who runs investment decisions at American Financial Planning?
American Financial Planning does not publicly name its chief investment officer or portfolio managers. The firm operates under a team-based advisory model, with senior advisors responsible for client portfolio construction and ongoing management. Exact leadership names are not disclosed in available public records.
How does American Financial Planning source its investment opportunities?
American Financial Planning primarily uses publicly traded securities and externally managed funds rather than proprietary deal flow. The firm does not operate as an active venture, private equity, or direct investment entity. Its investment sourcing relies on traditional asset allocation and third-party fund managers.
Does American Financial Planning participate in fund commitments or only direct deals?
American Financial Planning focuses on fund commitments and separately managed accounts rather than direct private equity or venture capital deals. The firm does not publicly disclose specific fund investments or co-investment activity. Its investment approach is primarily passive and diversified through external vehicles.
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