Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Greater Baltimore, MD #4792!

As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. It is our pleasure to educate our local communities and share how AFEA works to provide all Americans the education and experience they need to enhance their financial understanding and management.

AFEA specializes in providing high-level financial education classes and events at establishments of all types:

Libraries  ♦  Universities, Colleges, Junior Colleges  ♦  Businesses  ♦  Nonprofit and Fundraising Organizations

Class offerings include:

A Guide to 401k Rollovers  ♦ The ABCD’s of Medicare ♦  Advanced Estate Planning ♦ An Introduction to Annuities  ♦ Business Continuation Planning ♦ College Planning ♦ The Essentials of Estate Planning  ♦ Financial Planning Basics ♦ Investing for Women ♦ IRAs, Annuities, and Other Sources of Retirement Income  ♦ Living a Tax-Free Retirement ♦ Most Common Financial Mistakes ♦ Myths and Facts About Annuities ♦ Planning for Long-Term Care  ♦ Retirement Basics ♦ Retirement Income Planning ♦ Roth IRA Conversions ♦ Safe Money Principles of Retirement Planning ♦ Social Security Benefit Options  ♦ Special Needs Planning ♦ Understanding Your IRA ♦ Understanding Your Roth IRA ♦ Variable Annuities ♦ Women and Money ♦ Your Employee-Sponsored Retirement Plan

We invite you to attend our local workshops and become an active member by participating in our educational events throughout the community.

Thank you for visiting your local Chapter’s website; we look forward to seeing you in a class soon!

Andrew Ashton was born and raised in Baltimore, Maryland. In 1994 he entered the financial industry, working in the back office, reconciling client’s accounts in the Mutual Funds department. He later transitioned to the sales side of business and became a wire operator on the equities trading floor. After acquiring his financial licenses administered by FINRA, he became an equities and options trader for the Private Wealth Management team. 

Andrew joined his firm in 2018 as a financial planner. In addition to assisting clients with their retirement and financial planning needs, he is also a Maryland-licensed tax professional. Andrew graduated with honors in accounting at the University of Baltimore in 2016. Previously, he was a vice president with over 18 years of experience working primarily as an equities and options trader for two prominent firms in the downtown Baltimore area. When not at work, Andrew enjoys spending time with his wife, Michelle, playing golf, riding motorcycles, and attending Ravens games.