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military financial planning aafmaa wealth management skip to content menu our services financial planning investment management trust services ocio services about us our history meet the team testimonials faq fee schedule investment minimums careers plan your future approaching retirement transitioning spouses changing careers inheriting wealth estate planning resources military planning resources news blogs brochure webinars newsletter tools risk assessment tool complimentary portfolio review calculators premium content contact member login aafmaa member center black diamond emoney financial dashboard search type search term here get started complimentary portfolio review risk assessment tool talk to a professional member login aafmaa member center black diamond emoney financial dashboard get started complimentary portfolio review risk assessment tool talk to a professional menu get started 1 910 307 3500 our services financial planning investment management trust services ocio services about us our history meet the team testimonials faq fee schedule investment minimums careers plan your future approaching retirement transitioning spouses changing careers inheriting wealth estate planning resources military planning resources news blogs brochure webinars newsletter tools risk assessment tool complimentary portfolio review calculators premium content contact member login aafmaa member center black diamond emoney financial dashboard webinar what you need to know about managing your money after the military watch now exclusively for military families veterans their spouses financial clarity for the next chapter of your life personalized fiduciary guidance built specifically for military benefits pensions and legacy planning no obligation 30 minute clarity call no sales pressure get your personalized plan 750m assets under management 300 military families supported 800 accounts actively managed a solid team of veterans military spouses and credentialed financial professionals as seen in who we serve guidance built for every stage of military life your financial decisions evolve as your service does our planning is built around where you are today and where you re headed next active duty servicemembers plan for milestone transitions maximize your military benefits and build a financial foundation that survives the move to civilian life plan my military transition veterans retirees maximize your tsp pension disability benefits and social security with a strategy built exclusively around your military situation plan your retirement spouses compassionate fiduciary guidance to help you maintain financial independence manage your legacy and navigate benefits with confidence get personalized guidance why aafmaa wealth management trust fiduciary wealth management for military families chart your course build your wealth preserve your legacy you deserve fiduciary financial planning designed for military families that always puts your best interests first at awm t we are legally required to act in your best interest no commissions no proprietary products no conflicts that has been our mission since day one about awm t fiduciary standard legally bound to act in your best interest always no commissions no proprietary products ever military exclusive we serve only the military community many of our team are veterans or military spouses themselves never a call center you will always speak with a personal relationship manager who knows your name and your plan what we do comprehensive services for military families every service we offer is designed around the unique financial realities of military life from active duty through retirement and legacy planning 01 retirement income planning maximize your tsp military pension va disability benefits tricare sbp coverage and social security we build a retirement income strategy around your specific benefits and timeline explore retirement planning 02 investment management custom investment portfolios managed with fiduciary care designed around your risk tolerance timeline and your family s long term financial security explore investment management 03 legacy survivor planning wills trusts estate planning and beneficiary designations structured to protect your assets and ensure your family is taken care of explore legacy planning how it works a clear structured path forward we remove uncertainty by guiding you through a consistent step by step planning process 1 discovery conversation we listen we review your assets service history and financial picture to understand where you are and where you want to be 2 personalized strategy we design a retirement and wealth plan tailored specifically to your military benefits goals and timeline 3 implementation we coordinate investments benefits optimization and documentation with precision no loose ends 4 ongoing partnership your plan evolves with you we provide continued guidance and dedicated oversight for the long term get your personalized plan member stories what our members are saying i have worked with your staff for almost 9 years now and each one of them have been very helpful and answered my questions in a professional manner i have been pleased with the return on my investments during this time member awm t florida retired military spouse investment management my team has been very responsive and focused on our priorities this year we decided to better consolidate our investments and the aafmaa team ensured we had the information and process necessary to make that happen we are comfortable with our team and the financial planning strategy in place member awm t pennsylvania colonel investment management and financial planning my account has been managed in accordance with my conservative guidance from this perspective i am satisfied with aafmaa operations member awm t texas colonel ret investment management view more testimonials these testimonials were given by current clients not paid promoters our clients received no compensation for their comments which generated no material conflicts of interest with awm t ready to take hold of your financial future request your free no obligation portfolio review a dedicated relationship manager will call you within 1 business day get your personalized plan speak to a professional call us 1 910 307 3500 mon fri 8 30 am 5 30 pm et email us we will reply to your email within 24 hours make an appointment schedule yours today as seen in contact us 2501 bragg boulevard pmb 167 fayetteville nc 28303 1 910 307 3500 follow us aafmaa wealth management trust financial planning investment management and trust services provided by aafmaa wealth management trust a north carolina limited liability company wholly owned subsidiary of aafmaa dba armed forces mutual physical address 2501 bragg boulevard pmb 167 fayetteville nc 28303 information provided by aafmaa wealth management trust llc is not intended to be tax or legal advice and we encourage you to seek guidance from your tax and legal advisors past performance does not guarantee future results investments are not fdic or sipc insured are not deposits nor are they insured by issued by or guaranteed by obligations of any government agency or any bank and they involve risk including possible loss of principal privacy policy terms conditions social security number policy contact us please ensure javascript is enabled for purposes of website accessibility