Affiliated Financial Planners

What Affiliated Financial Planners does

Affiliated Financial Planners is a small, faith-based Registered Investment Advisory firm operating as a Doing Business As under OneAscent Financial Services LLC, headquartered in Orefield, Pennsylvania, and serving individuals, families, retirees, small business owners, and high-net-worth clients across multiple US states. The firm was effectively launched when founder Eric S. Dorman left his prior firm in August 2008 to establish an independent practice after beginning his financial planning career in the early 1990s; the team today consists of approximately five members led by Chief Strategist Eric S. Dorman, CFP® CKA®, with three additional CFP® designees (Joseph Hudock, Noah Dorman), a Chief Operations Officer (Marci J. Buskirk), and a Client Care Representative (Rhian Romain).

The firm's core offering is a four-step comprehensive financial planning process (Introductory Meeting, Exploration & Preliminary Planning, Detailed Planning, and Ongoing Support & Advice) that wraps product lines including portfolio management, retirement and Social Security strategies, estate strategies, life insurance, cash flow analysis, charitable giving and legacy planning, Medicare assistance, and specialized services for HNW/UHNW individuals and small business owners. The distinguishing product layer is Values-Based Investing — a faith-aligned investment screening approach that excludes issuers in tobacco, fossil fuels, and weapons manufacturing while favoring clean energy, fair labor, and inclusive leadership, anchored by the founder's Certified Kingdom Advisor (CKA®) designation. The underlying technology stack consists of integrated third-party platforms — Schwab for custody, Orion for portfolio management, and Right Capital for financial planning — accessed through unified client portals, supplemented by a content resource center with 200+ glossary entries and interactive calculators.

The business model is a fee-based Registered Investment Advisory practice (advisory services offered through OneAscent Financial Services LLC), with revenue mechanics consistent with AUM-based and flat-rate advisory fees, supplemented by insurance product commissions on life insurance and Medicare-related products. Go-to-market is direct, relationship-based advisory delivered through complimentary 15-minute initial consultations, with content marketing (articles, videos, calculators) and educational events functioning as top-of-funnel demand generation. Pricing is not publicly disclosed, and the firm competes on niche specialization rather than scale, positioning itself for clients who prioritize faith-aligned portfolio construction and personalized, values-driven planning over cost-optimized mass-market advisory offerings.

Name

Affiliated Financial Planners

Legal name

OneAscent Financial Services LLC

Website

https://affiliatedfinancialplanners.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

1–10 employees

Short description

Affiliated Financial Planners is a Pennsylvania-based Registered Investment Advisory firm operating under OneAscent Financial Services LLC, providing faith-based, values-aligned financial planning, portfolio management, retirement, estate, and insurance advisory services to families, retirees, business owners, and HNW/UHNW clients across multiple US states.

Ownership category

akta.pro rank

Headquarters

HQ city

Orefield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Advisory Services: Registered Investment Advisory services offered through OneAscent Financial Services LLC. Fee structures likely include AUM-based fees or flat-rate advisory fees for financial planning services.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Affiliated Financial Planners provides comprehensive financial planning and registered investment advisory services to individuals, families, and small business owners. Core offerings include retirement strategies, estate planning, portfolio management, life insurance, Social Security optimization, and Medicare assistance. The firm differentiates through faith-based, values-based investing that screens portfolios against biblical and ethical principles, avoiding industries such as tobacco, fossil fuels, and weapons manufacturing.

Product overview

Affiliated Financial Planners is a financial advisory firm offering a comprehensive suite of services organized around a financial planning core. The primary offerings include Portfolio Management, Retirement Strategies, Social Security Strategies, Estate Strategies, and Life Insurance, supported by specialized services for High Net Worth clients, Small Business Owners, and Charitable Giving/Legacy Planning. Values-Based Investing represents their distinctive investment approach incorporating faith-based and ESG principles, complemented by Investment Screening services for faith-aligned portfolios. The firm also provides Medicare Assistance, Cash Flow Analysis, and educational resources through their Resource Center to support clients across various life stages. Their client portal integrates with third-party platforms including Schwab, Orion, and Right Capital for account access.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning services focused on understanding client values and goals through a four-step ongoing process: Introductory Meeting, Exploration and Preliminary Planning, Detailed Planning, and Ongoing Support and Advice. Serves individuals and families seeking holistic guidance.
• Portfolio Management Investment portfolio management services tailored to individual client goals, time horizon, and risk tolerance, integrated with Schwab custody and Orion planning platforms.
• Retirement Strategies Comprehensive retirement planning and income strategy development including income source sequencing for clients approaching or in retirement.
• Social Security Strategies Optimized Social Security benefit claiming strategies integrated with overall retirement planning to maximize lifetime benefits.
• Estate Strategies Estate strategy development including document updates, legacy protection, and wealth transfer planning for individuals and families.
• Life Insurance Risk management through life insurance products to protect families and pursue financial goals in the event of unexpected loss.
• Values-Based Investing Investment approach that aligns financial decisions with personal ethics, morals, and faith-based values including environmental sustainability, social justice, human rights, and ethical governance considerations.
• Investment Screening Faith-based investment screening process that aligns portfolios with biblical values, avoiding industries such as tobacco, fossil fuels, and weapons manufacturing while supporting companies committed to clean energy, fair labor, and inclusive leadership.
• Cash Flow Analysis Analysis of cash inflows and outflows to support informed financial decisions for individuals and families.
• Charitable Giving and Legacy Planning Strategies for charitable giving and creating a lasting legacy through coordinated estate and tax planning.
• Medicare Assistance Medicare enrollment guidance covering Parts A, B, C, and D, including supplemental insurance planning for individuals approaching Medicare eligibility.
• Small Business Owner Planning Financial guidance for small business owners including business succession planning, exit strategies, key employee benefits, and executive compensation planning.
• HNW/UHNW Wealth Management Tailored financial services for high-net-worth and ultra-high-net-worth individuals requiring sophisticated wealth management, tax-efficient strategies, and legacy planning.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature2 records

Partnerships

Five partnerships are on record, tiered core and supporting.

• SchwabcoreTechnology or IntegrationSchwab provides custodial platform for client accounts. Clients access Schwab portal for account management and trading.
• OrionsupportingTechnology or IntegrationFinancial planning software platform used for client portfolio management and planning.
• Right CapitalsupportingTechnology or IntegrationFinancial planning platform used for client planning and analysis.
• Kingdom AdvisorscoreStrategic or Co-development PartnerProfessional organization for Certified Kingdom Advisors. Eric Dorman is a CKA® designee, providing specialized training and resources for faith-based financial planning.
• Faith FIsupportingStrategic or Co-development PartnerFaith and finance media organization providing content and education on integrating faith with financial planning.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Affiliated Financial Planners