Aldebaran Financial Inc.
Aldebaran Financial Insights (AFI), officially ALDEBARAN FINANCIAL INC., is a boutique wealth management and investment advisory firm based in Kingsport, Tennessee, United States. Founded by Donald Raber, AFI serves individuals and families seeking financial planning, investment advice, tax management, and estate planning services. The firm is recognized for its collaborative, client-first approach, emphasizing understanding clients' unique needs and life goals. AFI is led by President Peter Raber and employs a team of financial advisors, planners, and administrative staff, generally numbering 6-10 based on public information.
Investment Strategy
Aldebaran Financial Insights (AFI) employs a holistic, client-centered investment strategy that focuses on understanding the unique needs, life goals, and family situations of each client. The firm integrates wealth management, financial planning, tax management, and estate planning, tailoring advice to help clients achieve personal financial betterment and life transitions, rather than focusing solely on asset allocation or tax optimization. AFI emphasizes long-term relationships and the strategic integration of charitable giving, tax reduction, and multigenerational planning into client portfolios.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FTNT | FORTINET INC | 8.55% | $7.7M | 73,042 | $7.23 | $105.72 | +$744.3K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.36% | $7.6M | 15,549 | $142.34 | $485.77 | -$754.0K |
S SPTM | SPDR SERIES TRUST | 6.05% | $5.5M | 73,014 | $49.64 | $74.89 | +$801.4K |
A AAPL | APPLE INC | 5.61% | $5.1M | 24,692 | $46.06 | $205.17 | -$309.7K |
S SPY | SPDR S&P 500 ETF TR | 5.22% | $4.7M | 7,638 | $383.39 | $617.85 | +$725.1K |