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About Us
Serving military families with fiduciary wealth management since 1879.
Built for Military Families
AAFMAA Wealth Management & Trust was founded to serve the unique financial needs of military families. Our advisors understand the challenges of military life — frequent moves, deployments, and the transition to civilian life — because it is all we do.
Every recommendation we make starts with a question: “Would we recommend this to our own family?”
Our Core Values
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Fiduciary Standard
We are legally bound to put your interests first. Period.
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Military Expertise
Deep understanding of TSP, SBP, VA benefits, and the military pension system.
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No Conflicts
Fee-only. No commissions. No proprietary products. No hidden agendas.
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Long-Term Partnership
We stay with you through every PCS, deployment, and life transition.