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

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

Affinity Financial Solutions, LLC provides investment advisory and planning services to individuals, families, trusts, charitable organizations and 401(k) plans. Services described in the brochure include investment management, retirement and estate planning, debt consolidation, and insurance-related advice and product placement. The firm says it employs both fundamental and technical analysis, using third‑party research and charting software to monitor mutual funds and market cycles, and typically retains discretionary authority to make changes within fund families. A notable element of its portfolio approach is a predominant use of ProFunds sector mutual funds — including leveraged and inverse strategies — and recommendations explicitly consider clients’ overall financial profiles, including existing insurance and annuity holdings. Affinity’s advisers are registered representatives of a broker‑dealer and hold life insurance and variable annuity licenses, and the firm may receive commissions or 12b‑1 fees in addition to percentage‑of‑assets advisory fees, a combination the brochure identifies and discloses. The firm also serves charitable entities (an uncommon client type among peers) and the principal concurrently operates a separate college‑funding business, which the brochure notes impacts how the principal allocates her time.

To learn more about the advisors currently working at Affinity Financial Solutions, 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.