Menu
30-Minute Call
A dedicated Relationship Manager calls you within 1 business day to learn about your goals, benefits, and current financial situation.
Your Free Military Portfolio Review
Fiduciary guidance built exclusively for military families, Veterans, and their spouses — no obligation, no cost.
Request My Free Review★★★★★
Take Hold of Your Financial Future
AAFMAA Wealth Management & Trust's investment philosophy is centered around you. When you trust your investments with us, we promise to do our best for you — and we do it from the very start with a free portfolio review.
Portfolio Review
We review your current investments, military benefits, TSP, pension, and insurance to identify gaps and opportunities specific to your situation.
Personalized Plan
You receive a clear, actionable strategy tailored to your military family's goals. No obligation to proceed — just clarity.
“
My team has been very responsive and focused on our priorities. This year, we decided to better consolidate our investments and the AAFMAA team ensured we had the information and process necessary to make that happen. We are comfortable with our team and the financial planning strategy in place.
Member, AWM&T — Pennsylvania Colonel · Investment Management and Financial Planning
$750M+ Assets Under Management
300+ Military Families Supported
800+ Accounts Actively Managed
Get Clarity in 30 Minutes
One short call with a fiduciary Relationship Manager. If it's not useful, we don't follow up. That's the deal.
- Confidential
- 1 business day callback
- No sales follow-up unless you ask for it
$250k+ Investable assets minimum
This review is designed for military families with $250,000+ in investable assets. Not there yet? Explore our free checklists →
Fiduciary Standard
Legally bound to act in your best interest.
Military Exclusive
We only serve the military community.
Never a Call Center
Always a personal Relationship Manager.
Prefer to call? 1-910-307-3500
By submitting, you consent to be contacted by AAFMAA Wealth Management & Trust. We do not sell your information.
Ready to Take Hold of Your Financial Future?
Request your free, no-obligation portfolio review. A dedicated Relationship Manager will call you within 1 business day.