A complete list of active advisors currently associated with Affinity Wealth Management, LLC

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

Affinity Wealth Management provides discretionary and non-discretionary portfolio management and recently added financial planning services for individual and high-net-worth clients. The firm prepares an Investment Policy Statement for each client, uses percentage-of-assets-under-management billing, and may direct clients to third-party advisers where appropriate. The firm's investment process blends charting, fundamental analysis, modern portfolio theory, and technical analysis and emphasizes long-term trading and regular portfolio monitoring. Portfolios can include a broad set of instruments — mutual funds, equities, fixed income (including TIPS), ETFs (including precious metal sectors), REITs, annuities, commodities, private placements, and venture capital funds — and AWML generally requests discretionary trading authority to implement client plans. AWML’s brochure discloses several noteworthy features relative to peers: each investment adviser representative is a licensed insurance agent and may accept commissions for insurance products, a relationship the firm identifies as a conflict of interest and discloses to clients. The firm also participates in referral arrangements for a digital trust platform and requires clients to custody assets at Schwab Institutional, arrangements that may affect available services and third-party benefits.

To learn more about the advisors currently working at Affinity Wealth Management, 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.

Name	Location	Years of experience
Michael Bytnar	Plymouth, MI	16
Theodore Bytnar	Plymouth, MI	4
Ian Porzondek	Plymouth, MI	1

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