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 Private Wealth Management &

Retirement Plan Consultants

Expertise you need, service you deserve.

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Trusted. Independent. Credentialed.


Forward Thinking

Here at AFS, we take an innovative approach and deliver cutting edge financial strategies to our clients. We pride ourselves on being early adopters of industry best practices.  

Modern Tools 

We blend leading-edge technology along with professional human advice to provide a premium experience. Taking advantage of modern tools allows us to spend more time with our clients.

Clear Vision & Direction

Our clients count on us to help them "see through the noise" of today's distractions in order to stay focused on what's important.  We have a defined process that we use to do just that. 

Complex Advisory Strategies Made Brilliantly Simple.

Financial Strategy is Complicated. We'll Get You Organized & Focused.

Our mission is to provide our clients with quality financial expertise along with rapidly responsive service through an honest relationship.

We honor our fiduciary duty above all, and practice full disclosure, due-diligence, and regular communication. As a client, you will be plugged into an "ecosystem" of financial advice that is designed to deliver confidence about your financial strategy. 



In a complicated world, having a credentialed ADVISER on your side really matters.

Shon P. Anderson, M.B.A., CFP, CFA Photo

Shon P. Anderson, M.B.A., CFP, CFA

President & Chief Wealth Strategist

As President & Chief Wealth Strategist, Shon delivers valuable expertise to clients to serve their financial strategy needs.  His insights have been quoted in leading financial news publications such as CNBC, Yahoo Finance, Fox Business, Consumer Reports, Forbes, Bankrate.com, and Investment News. 

Shon began his financial career in 2003.  He is a two time graduate of Wright State University earning both a Bachelors degree majoring in financial services as well as an M.B.A. degree concentrated in finance.  In addition, Shon has earned the distinguished designations of CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Financial Analyst (CFA).   In the evenings, Shon has returned to Wright State to join the finance department faculty as an Adjunct Professor teaching personal finance courses.

On a personal note, both Shon and his wife Jessica grew up in the lake community of Shawnee Hills near the small town of Jamestown, Ohio.  Presently, they reside in Bellbrook, Ohio with their three beautiful daughters Elizabeth, Bridgette, and Alexandra along with dog Jack. Shon serves as a board member for several Summit Academy Schools for students with AD/HD, Asperger's Syndrome and related disorders.  He is also involved with the Wright State chapter of Delta Tau Delta as an alumni adviser and was a Big Brother in the Big Brothers/ Big Sisters program.

Connect with Shon on LinkedIn.

Timothy R. Brown, AIF Photo

Timothy R. Brown, AIF

Director - Retirement Plans

Tim began his financial career in 1987 going to work for a private money management firm in Downtown Dayton.  Over the years, his role moved into the plan administration and compliance side of qualified retirement plans.  As participant directed 401(k) plans become more prevalent, he found himself working with a large number of financial advisors assisting them with the administration and record-keeping of their clients’ plans.  It became obvious to Tim that there was a need for a financial adviser who would focus on 401(k) plans.  So, at the end of 2014, he decided to move over to the financial advising side of qualified retirement plans and provide fiduciary level services to plan sponsors.  Tim is now an independent fiduciary adviser exclusively serving retirement plan clients. He develops strategies that optimize retirement plans and can help reduce fiduciary liability by serving in a fiduciary capacity on the plan’s investment committee.  In addition, he has a passion for financial education and he works very hard to ensure that each 401(k) plan participant gets the information and education they need to make sound investment decisions.

Tim graduated from Wright State University with a degree in Management Information Systems. He has also earned the designation of Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies. This designation is attained after completing a program on investment fiduciary standards of care and prudent practices for investment advisers and stewards. Tim’s love of financial education has led him to volunteer with Junior Achievement teaching financial principles to school age children.

On a personal note, Tim and his wife Susan reside in Beavercreek, Ohio with their dog Chester. They have 3 grown children. In their spare time, they love to bike ride and travel around the country in their RV.

Connect with Tim on LinkedIn.


Shelby E. Crumpler Photo

Shelby E. Crumpler

Wealth Management Analyst

Shelby joined Anderson Financial Strategies in May of 2017. She is an undergraduate student at Wright State University pursing a degree in Finance. Shelby is set to graduate in December of 2018. 

On a more individual note, Shelby grew up and currently still lives in Vandalia, Ohio. Outside of the office you will find her spending time with family and friends, hiking and enjoying being outdoors.

Connect with Shelby on LinkedIn.

One Point of Contact to Help You Stay On The Right Course.

Portfolio Management


  • Discretionary Portfolio Management
  • Outsourced CIO Services (OCIO)
  • Advanced Asset Allocation
  • Investment Policy design
  • Manager Selection 
  • Portfolio Review

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Holistic Financial Planning


  • Cash Flow Optimization
  • Investment Synchronization
  • Risk & Insurance Analysis
  • Tax Planning
  • Estate & Trust Structuring
  • Charitable Giving Strategy
  • Education Funding  Planning
  • Liability & Credit Optimization

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Corporate Retirement Plans


  • Plan Design
  • Investment Selection & Monitoring
  • Employee Education & Advice
  • Fiduciary Management
  • Vendor Selection Support
  • Investment Policy design
  • Administrative Concierge

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We Offer A Distinctive Approach

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