Raymond, NH Office

Affinity provides investment management and financial planning to individuals (including high-net-worth clients), trusts, estates, charitable organizations, and business entities. Services include ongoing portfolio management, standalone financial planning and consulting, and retirement-plan related advisory work, with public seminars and webinars offered periodically.

The firm generally uses a strategic asset-allocation, core-and-satellite approach that favors no-load or load-waived mutual funds and passive ETFs as the core while supplementing with actively managed funds; accounts may be managed on a discretionary or non-discretionary basis and cash is treated as an asset class. Affinity does not recommend cryptocurrencies, will employ ESG strategies only at client direction (typically via third‑party ETFs), and provides regular account reporting and periodic portfolio reviews.

Noteworthy for a team firm, Affinity reports roughly $595 million in assets under management while operating multiple offices with a relatively small advisory staff, and certain principals maintain separate registrations as insurance agents who may receive commissions for insurance sales that are separate from, and can sometimes be used to offset, advisory fees. The firm also participates in Schwab’s institutional program and may receive non‑monetary benefits from custodians, which it discloses as potential conflicts of interest.