About AFP

Take charge of your financial future

We believe it is important to work in partnership with our clients as a trusted advisor...not just on an as-needed basis. The more we understand about what is important to you, your immediate needs and your long-term objectives, the more effective we can be on your behalf.

Our firm has the experience needed to assist individuals and businesses in every aspect of accounting, tax planning, business consulting, payroll services & financial planning. As a privately owned company with two principles, Allied Financial Partners focuses on each client relationship. Our dedicated, responsive staff is ready to apply our knowledge and expertise to your personal or business accounting, payroll or financial services needs.

Whether you are an entrepreneur, early-career professional, soon-to-be retiree, small business or corporate enterprise, we have experience in many lines of work and industries, including health insurance, construction, retail, restaurants, funeral homes, technology and real estate. It's our business to know you and your business well enough so that together, we can conquer the intricacies of the financial marketplace. We look forward to partnering with you on your journey to success.

THE ALLIED FINANCIAL PARTNERS PROMISE:

  • We will listen and understand your needs and objectives.
  • You will receive personalized attention from our team on every engagement.
  • Our billing rates will be reasonable by being efficient and accurate.
  • We will be available when you need us.

Vision

Together, we educate and guide you towards financial success at every stage of life.

Mission

Allied Financial Partners creates a premier experience to help businesses, professional practices and financially engaged individuals realize their vision of success. We achieve this through an integrated suite of accounting, tax, financial planning, benefits, HR and payroll services, delivered with the highest integrity and efficiency throughout the firm.

Core Values

Values inform the decisions and actions we take as AFP leaders, managers and staff. Values serve as ‘guard rails’ for all. Consistently communicating our values and ensuring everyone internalizes them is essential to growing the firm. These will help us shift the culture and enable us to attract, hire and retain talented people with the skills, knowledge and attitude we need to achieve our vision and mission.

Awareness

We remain vigilant and observant of the larger environment, and bring a thoughtful perspective to meeting our clients’ needs.

Community Service

To sow back into the community some of our good fortune with our time and financial support.

Creativity

Each client is unique. We avoid the one size fits all mentality by continually seeking new ways to improve the client experience and the achievement of positive results.

Enthusiasm

We bring passion and happiness to the workplace and the work we do for clients.

Integrity

Always dealing with our clients, colleagues and community in an honest and truthful manner; we put these principles into practice every day.

Kindness

Our clients share the details of their lives. We honor the relationships and treat each one with humility, courtesy and respect.

Partnership

We create synergistic relationships to help our clients and staff achieve financial and professional success.

Wisdom

The application of experience and expertise in helping our clients develop a personal vision of success.

Allied Payroll Services is bonded

Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Cambridge does not provide tax services. Accounting, Payroll, Fixed & Health Insurance, and HR Services are offered through Allied Financial Partners. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, KY, MA, MD, NC, NY, PA, TN, VA and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge and Allied Financial Partners are not affiliated.