Affinity Financial

Your Life. On Purpose.
core values

Welcome to Affinity Financial!

We aim to give back time, offer our experience, and relieve the stress that comes with financial decisions—ultimately allowing that energy to go back to the client’s most significant parts of their own life, their AFFINITIES!

Affinity Financial exists specifically to help our clients live more fulfilling lives.  This is done by forming a partnership between client and advisor in which we explore the aspirations and desires that are most important for our client’s personal vision.  We aim to give back time, offer our experience, and relieve the stress that comes with financial decisions—ultimately allowing that energy to go back to the parts of the client’s life that are most significant, their affinities.

In order to facilitate our mission, Affinity Financial offers a suite of wealth management services.  When combined, these services promote a holistic financial plan that helps clients identify, achieve, and maintain their desired lifestyle.

Our approach to this professional role is personal and tailored to each individual client. The commitments we make are deep, the relationships created are long-lasting, and we accept these responsibilities with great duty and awareness.  For these reasons, we focus on quality relationships, rather than quantity.

Affinity Financial embraces the human elements of relationships.  We operate at the intersection of life and money, and focus on supporting clients as they prepare for, and navigate through, life’s many transitions.  The greatest value we bring is aligning their means with their meaning.


A feeling of closeness and understanding that someone has for another person because of their qualities, ideas, or interests; a liking for or an attraction to something; a quality that makes people or things suited to each other.

Affinity is closeness

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