Melville, NY advisory firm chooses fast growing advisor support platform for enhanced technology, responsive support, and an advisor-first culture.
Affiliated Advisors, a leading advisor service and support platform, today announced that AFC Planning Group, an established Melville, NY-based wealth advisory firm managing $110 million in client assets, has joined its network from LPL Financial.
Founded in 2008 by financial advisorsLou AddessoandFrank Fattizzi, AFC Planning Group serves high-net-worth individuals as well as small and medium-sized businesses. Known for their calm, consultative style, the team has built a loyal client base through integrity, responsiveness, and a client centric approach.
“When we decided to move our advisory firm to Affiliated Advisors, it was about better tools and better support,” saidLou Addesso. “Affiliated has shown responsive leadership, reliable operations, and a back-office that feels like an extension of our own team. The culture here is advisor-focused and we feel we've joined a firm that fits who we are and how we want to grow.”
“At our firm, we've built a culture rooted in integrity, responsiveness, and genuine care,” addedFrank Fattizzi. “Clients trust us not just because we know the numbers, but because we take the time to know them. This move will allow us to deepen that people-first experience with even better resources and support.”
Affiliated Advisors has rapidly expanded its footprint by providing a powerful value proposition to independent financial advisors consisting of a comprehensive suite of business management, compliance, technology, marketing, and investment advisory solutions, all paired with direct access to experienced professionals who help advisors streamline operations, scale efficiently, and better serve their clients.
“We are thrilled to welcome Lou and Frank to the Affiliated Advisors community,” saidTrisha Qualy, Managing Partner at Affiliated Advisors. “They embody the relationship-driven, client centric values that define our organization. With the tools, technology, and support available through Osaic Wealth and Affiliated Advisors, they are positioned to take their already impressive practice to the next level, and we are thrilled that they have chosen us to join them on their journey.”
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
https://c212.net/c/img/favicon.png?sn=NY53808&sd=2025-08-19
View original content:https://www.prnewswire.com/news-releases/afc-planning-group-selects-affiliated-advisors-bringing-110-million-in-client-assets-from-lpl-302532989.html
SOURCE Affiliated Advisors
https://rt.newswire.ca/rt.gif?NewsItemId=NY53808&Transmission_Id=202508190900PR_NEWS_USPR_____NY53808&DateId=20250819