Your Trusted Financial Management Partner

Advanced Financial Management merged with Emergent Wealth Advisors in 2022, enhancing our investment management and financial planning services. Contact Don Steinmann below for personalized assistance.

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person holding white samsung android smartphone

Our Merger

Contact Don Steinmann for investment management and financial planning services.

person holding white Samsung Galaxy Tab
person holding white Samsung Galaxy Tab
10 euro bill on black textile
10 euro bill on black textile
a laptop on a table
a laptop on a table
a cell phone and a pen on a table
a cell phone and a pen on a table
fan of 100 U.S. dollar banknotes
fan of 100 U.S. dollar banknotes
a person using a laptop
a person using a laptop