Affinity Financial Solutions, LLC

Overview

Affinity Financial Solutions, LLC is a small, independent advisory and insurance practice that serves individual and family clients with portfolio management and brokerage solutions. The firm operates as an LLC and combines advisory services with registered representative and insurance brokerage activities, which informs a hybrid business model: it charges asset-based fees, accepts commissions, and uses other fee arrangements. The practice focuses on core mutual fund and annuity solutions for retail clients while incorporating third-party alternative managers for select accounts. Affinity is not positioned as an ESG investor and reports no pension consulting or multi-state adviser activity; the owner structure is individual. Investment activity centers on blended solutions that mix packaged retail products with separately managed alternatives. Given the firm’s insurance broker role, annuities and insurance-wrapped products are a regular part of its client offerings, and the adviser deploys hedge fund and real estate exposure through external managers when appropriate for client objectives such as diversification or income enhancement.

Assets & Accounts

Investments & Alternatives

Location & Offices