AAFMAA Wealth Management & Trust LLC

AAFMAA Wealth Management & Trust LLC Take hold of your financial future. Financial planning, investment management, trust services and more. Contact a wealth management professional today.

Serving Military Families Since 1879. AAFMAA has one, and only one, mission: to be the premier provider of insurance, financial and survivor services to the American Armed Forces Community. Since 1879, we have never once violated our members' trust nor shirked our responsibility. AAFMAA -- the longest-standing, not-for-profit association exclusively serving the military community -- provides finan

cial solutions to all branches of the American Armed Forces. No stockholders to answer to. No dividends to pay shareholders. No loyalty to anyone but you. Focusing exclusively on your needs as a military family, AAFMAA Wealth Management & Trust LLC (AWM&T) provides the most innovative, personalized and lifestyle-appropriate financial services available. All AWM&T employees are salaried and do not receive any compensation based on their recommendations or any of the investment products used. As a chartered trust company, we
have a fiduciary responsibility to you. So whether you're currently serving on active duty, already retired, an honorably discharged veteran, or a surviving spouse, let's work together to make you financially fit. You are unique. Only by getting to know you personally and developing a clear picture of your circumstances, objectives, and challenges can we work together to define, manage and protect your financial future.

09/03/2026

Financial planning is about more than managing money—it’s about having a trusted partner who understands your goals, priorities, and the unique decisions that come with military life. In this conversation from SOF Week, our team discusses the value of having the right financial partner by your side as you plan for what’s ahead.

Roth IRAs offer valuable tax advantages, but contribution rules aren't always straightforward. Contributing more than yo...
08/25/2026

Roth IRAs offer valuable tax advantages, but contribution rules aren't always straightforward. Contributing more than you're eligible for—or overlooking income limits—could result in unexpected tax consequences. In our latest blog, we explain what military families should know and how proactive planning can help you avoid costly mistakes. Read the full article below.

Do you understand Roth IRA contributions and tax implications? Free downloadable Roth IRA to guide your military family's next steps | AWM&T

08/19/2026

Your financial goals won't stay the same forever, and your investment strategy shouldn't either. In this Annual Meeting highlight, Kristin discusses why reviewing your investment strategy over time is an important part of long-term financial planning and how making thoughtful adjustments can help keep you aligned with your future goals.

Military life is full of transitions—from PCS moves and promotions to retirement and civilian life. As your circumstance...
08/11/2026

Military life is full of transitions—from PCS moves and promotions to retirement and civilian life. As your circumstances change, your financial plan should evolve alongside them. A personalized financial plan can help you navigate each milestone with confidence and stay focused on your long-term goals. Learn more about our financial planning services here: https://aafmaatrust.com/financial-planning

Financial planning isn't just about saving for retirement—it's about making informed decisions throughout every stage of...
08/06/2026

Financial planning isn't just about saving for retirement—it's about making informed decisions throughout every stage of life. For military families, unique career transitions, benefits, and life changes can make having a comprehensive financial plan even more important. In our latest blog, we explore one of the most common financial planning mistakes and share strategies to help you avoid it. Read more through the link below.

Military families often make this one financial planning mistake. Learn how a coordinated strategy can help you achieve long-term retirement goals | AWM&T

07/28/2026

Legacy planning is easy to put off, but waiting too long can create unnecessary stress and uncertainty for loved ones. In this video, Erin discusses one of the most common mistakes she sees and why taking action sooner can make a meaningful difference.

07/22/2026

Many investors know how their portfolio is performing, but fewer understand how it's allocated. Asset allocation can have a significant impact on risk, return potential, and long-term outcomes. In this short video, Kristin discusses why understanding your allocation is an important part of any investment strategy.

07/20/2026

Estate planning and legacy planning are often used interchangeably, but they aren't the same thing. While estate planning focuses on transferring assets and carrying out your wishes, legacy planning takes a broader look at the impact you want to leave behind. Watch as Erin explains the difference and why both matter.

You may have a military pension, TSP, VA benefits, and investments—but are they all working together? In our latest vide...
07/14/2026

You may have a military pension, TSP, VA benefits, and investments—but are they all working together? In our latest video, we discuss why a complete financial plan goes beyond individual accounts and benefits to help support your long-term goals. Watch the full video to learn more.

Many military families have strong financial pieces in place—a pens...

Connecting with the military community is at the heart of what we do.During SOF Week 2026, our team had the opportunity ...
07/08/2026

Connecting with the military community is at the heart of what we do.

During SOF Week 2026, our team had the opportunity to engage with service members, veterans, military families, and industry leaders from across the defense community. These conversations help us better understand the challenges and opportunities facing military families today and reinforce our commitment to serving those who serve.

Read more about our experience and key takeaways from SOF Week 2026: https://aafmaatrust.com/blog/connecting-with-the-military-community-at-sof-week-2026"

Address

2501 Bragg Boulevard, PMB 167
Fayetteville, NC
28303

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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