Meet Our Team

Colin Kelty

President/Senior Financial Adviser

Colin began his career in financial advising in 2009 and found his passion in helping clients accomplish their financial...

Michael Goldenberg headshot

Michael Goldenberg

CEO/Co-founder, Certified Financial Planner™

"I have two goals when I get to the office in the morning. First, I want to make sure that my clients are comfortable...

Liam P. Garvey 

CFO/Senior Financial Advisor 

" My mission is to learn about you and your Family so I can help guide you towards the best financial position possible"...

Yesenia Delgado

Operations manager

Yesenia Delgado is an Operations Manager that has been in administrative assistant roles for the past seven years and in...

Angelica Vukobratovich

Senior Financial Advisor

Angelica Vukobratovich joined us as a Sr. Financial Advisor, available to assist our clients in the South Suburbs of...

Matthew Butler

Investment Executive

Before joining AFIN Family Wealth Management, Matt worked as a financial advisor for Edward Jones.  Moreover, he has...

Nicolas Andriotis

Investment Executive

My journey into the field of finance was driven by a genuine desire to make a meaningful impact on the lives of...

Our Services

 

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...
 

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can...
 

Financial Planning for Business Owners

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially? While passion is key to turning vision...

We manage assets for individuals and families, providing investment management, and financial planning services.

Recent Blogs

"Regretting a Stock Pick? Unveiling an Exit Strategy from a Poor Stock Position"

Michael Goldenberg |
Imagine this: an investor finds themselves in a sticky situation. They stumbled upon what seemed like the ultimate stock tip from a fervent social media community. They snagged shares of "whatever" at a sweet $20 apiece, and before they knew it, it soared to $30 faster than one could say "to the moon!" Naturally, the investor doubled down because, well, it seemed glaringly obvious that this stock was destined for the stars. But alas, the...

The Art of Tax Loss Harvesting

Matt Butler |
Categories
taxes
investments
capital loss
tax loss harvesting
Investing in the financial markets is a journey filled with peaks and valleys. While everyone enjoys the highs of capital gains, the lows of market downturns can be disheartening. However, savvy investors have a tool in their arsenal to turn those valleys into potential tax advantages—tax loss harvesting.

The Magic Of Compounding Interest

Matt Butler |
Categories
investing
compound interest
stocks
bonds
mutual funds
One of the most remarkable and often underappreciated concepts in finance is the magic of compounding interest. It's a financial superpower that can turn small, consistent investments into substantial wealth over time. In this article, we'll dive into the benefits of compounding interest and why it is such a game-changer for those who understand and leverage it effectively.