Testimonial – Clare Golla
"AEF provides a wealth of resources for advisors and their clients to help individuals and families give back. This includes but is certainly not limited to donor advised funds.
On multiple occasions, I have reached out to or referred others to the AEF team with unique issues or questions related to clients’ charitable goals.
The professionals at AEF have consistently proven to be responsive, knowledgeable, thorough, flexible, and friendly."
Clare Golla, CFP®
Bernstein Private Wealth Management