Aafmaa Wealth Management & Trust Llc
Financial Service
Why pick this one
Aafmaa Wealth Management & Trust serves only military families, coordinating TSP, pensions, VA benefits, and trusts under a fiduciary, fee-only model.
Best for
- Active-duty servicemembers planning military transitions
- Veterans and retirees coordinating TSP, pensions, VA benefits, SBP, and Social Security
- Military spouses seeking financial independence and legacy planning
- Military families needing fiduciary investment management
- Families needing revocable, irrevocable, special needs, testamentary, or court-appointed trust administration
- Investment portfolios meeting the stated $250,000 minimum
Look elsewhere if
- Clients are not servicemembers, Veterans, military spouses, or members of military families
- Investment assets are below the stated $250,000 minimum
- Clients require emergency or after-hours financial service
Specialties
- Military retirement income planning
- TSP and military pension planning
- VA disability and Social Security coordination
- SBP and survivor planning
- Military trust administration
- Fiduciary investment management
What makes them different
- Serves exclusively military servicemembers, Veterans, spouses, and families
- Legally bound to act as a fiduciary and states that it charges no commissions or uses proprietary products
- Investment management services specify a $250,000 minimum
- Clients receive a dedicated Relationship Manager rather than a call center
- Reports more than $750 million in assets under management and over 300 military families supported
- Response time
- Email replies within 24 hours
Distilled from this business's own website.
Contact & Location
- Address
- 639 Executive Pl Ste 200, Fayetteville, NC 28305-5489
- Phone
- 19103073500
- Website
- https://aafmaatrust.com
- wealthmanagement@aafmaa.com
Services
- Financial planning
- Investment management
- Retirement planning
- Trust services
- Estate and legacy planning
- Portfolio management