Our History
Years of experience have prepared us to guide you through life's transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Independent Firm
Applied Financial Management is an independently owned financial consulting firm with 30 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Whether you are just starting to save for your future, are a seasoned investor, or planning for retirement Applied Financial Management has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
Discover Hidden Opportunities.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.