A complete list of active advisors currently associated with Affinity Financial LLC

Warmer can help you find a great advisor at Affinity Financial LLC or one who fits your needs even better.

Affinity Financial LLC provides fee-based portfolio management and financial planning primarily for individual and small-business clients, and also works with corporate pension and profit-sharing plans and other institutional clients. The firm delivers investment supervisory services through institutional money-management platforms and offers separate hourly consultations on topics such as college savings, estate planning, and pension plan reviews. The adviser typically implements client programs by co-managing accounts on institutional custodial platforms and, where appropriate, by introducing clients to third‑party money managers or sub‑advisors. Research and portfolio decisions draw on custodial platform tools, public filings, and third‑party research sources, and the firm may be granted limited discretionary authority to execute trades on behalf of clients. What distinguishes the firm from many solo independent advisers is its affiliated non‑advisory businesses and services: an affiliated insurance agency that sells life, health, and annuity products and a separate tax-preparation practice, plus arrangements to solicit and work with other investment advisers and custodians. The firm also provides pension‑related consulting and engages in educational activities (including adjunct teaching and past pre‑licensing instruction), a mix of activities that is uncommon for a one‑advisor RIA.

To learn more about the advisors currently working at Affinity Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.