Our Story 

We're Your Partner for Financial Prosperity

At Asset Advisory Services, we believe in a uniquely personal approach to wealth. You see, no two financial journeys are the same. This is why we invest our time in you and your goals — no matter your stage in life.

For more than 40 years, we’ve provided custom-tailored wealth strategies and advising services. Our founder and president, Curtis S. Francisco, CFP®, AIF®, founded our firm with a focus on what we call “relationship investing.” This means we take the time to get to know you, your family, and your goals — both short-term and long-term. We dive deep into how your needs and experiences will shift over the years.

 
From the very beginning, we’ve recognized the strength of a unified team approach and a big-picture mindset. Basic “financial management” has never been our goal. Instead, we’re committed to helping you actively achieve financial staying power.

With our customized system of meetings and updates, we always have a finger on the pulse of what’s happening in your world. This allows us to proactively map out new strategies as you navigate each stage of life.

All of our independent financial advisors are proudly aligned with these foundational ideals. Our highest commitment is helping you safely get where you want to go while managing any risks or hurdles along the way.

Each decision in your financial journey has an impact, both now and down the road. We’ll be your personal compass every step of the way.