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Andrew Shibley

Advisor at Afton Advisors, LLC

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Afton Advisors, LLC logo

Firm

Afton Advisors, LLC

Location

Portage, MI

Credentials

CFP®, Series 66

Industry experience

7 years

Fee options

Fixed

Comprehensive financial plan flat fee of $3,000; One-time review or AMA sessions at $900 per engagement.

Other

Fee-only: Comprehensive financial planning: $3,000 flat fee; One-meeting review or AMA sessions: $900 per engagement; Combined ongoing financial planning and investment management service: $8,000 annual fee, paid quarterly in arrears.

Work history

Afton Advisors, LLC

2024 - Present (2 years)

SageSpring Wealth Partners

2022 - 2023 (1 year)

Access Team

2021 - 2023 (2 years)

Raymond James Financial Services, inc.

2019 - 2023 (4 years)

Non-Variable Insurance

2019 - 2023 (4 years)

Southwestern Investment Advisory Services (SWIAS)

2019 - 2022 (3 years)

Southwestern Investment Group

2019 - 2022 (3 years)

Park Avenue securities

2014 - 2019 (5 years)

Guardian Life Insurance Co.

2014 - 2019 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Brian F

CFP®

Portage, MI

Face 2 Face Financial Planning, LLC

I believe my strength and focus in finance comes from being a devoted husband and father, as well as, a proud Western Michigan University Alumni. I grew up in the Kalamazoo area and now live with my family in Portage, MI. I love watching college football, playing hockey, and giving to the community. I founded Face 2 Face on a vision that started when I was a young teenager. My father used to take me to factories so I could watch him give financial education seminars to factory workers about their 401k options. That experience and my years of working for a large firm set my vision for wanting a firm that had no minimum asset levels. This gives me the ability to work with clients that want conflict-free advice on topics ranging from college planning to their 401k and all the way up to their retirement. I wanted to make a firm that was different. That’s why I built a firm to serve not only those who are retired but also the 30, 40 and 50-year-olds who want help along the way. I saw from working at larger firms that clients would come to me at retirement and they would have the money that they have, which may or may not have been enough. I felt that if I could help them earlier to make small changes, their future retirement would be in a much better place. This is why I offer different options, from hourly planning to full comprehensive financial planning.

Charitable giving & philanthropy General retirement planning Career Changers Baby Boomers (Born 1946-1964)

Evan L

Series 66

Portage, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations Wealth management ESG / Sustainable investing Founder/Business Owner Religious/faith focused

Jonathan V

CFP®, ChFC®, Series 63, Series 66

Kalamazoo, MI

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Morgan W

Series 66

Vicksburg, MI

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer LGBTQIA

Sharlee Z

CFP®, Series 66

Vicksburg, MI

Edward Jones

Retirement income strategy General estate planning guidance Inheritance planning Divorce financial planning Wealth management

Brice B

Series 66

Kalamazoo, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Planning for children with special needs Founder/Business Owner
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