AFFINITY FINANCIAL, LLC

Overview

Affinity Financial, LLC is an independent registered investment adviser operating as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, with a primary focus on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Business activities listed alongside the advisory practice indicate ties to accounting, legal services, and other financial-product distribution, suggesting the advisory work may be provided in coordination with other professional services rather than as a standalone wealth-management platform.

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Investments & Alternatives

Location & Offices