Financial Services for Every Stage of Life

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 clients most significant parts of their own life.

How can Affinity Financial help you make time and provision for your affinities? Book your free 15-minute handshake call to learn more.

There Will Never Be a
Better Time to Start Than NOW

You can’t afford to wait for perfect market conditions, or to wait 30 years for life to “begin”. That’s why Affinity Financial approaches your financial health and planning with a balanced, lifelong approach.


of Americans don’t have
the benefit of a
Financial Planner yet.

Financial Planning - Financial Advisor
Wealth Management

We Manage Wealth

Wealth Management is not just for the rich—it is a proactive shield around your hard-earned money and a multiplier that can enhance your quality of life and lower your stress.

We work with you to balance your:


Risk Tolerance

Immediate & Lifelong Goals

Wealth is the ability to fully experience life.

Henry David Thoreau
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