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Affinity Wealth Management Group

Our Story

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Why Affinity Wealth Management Group?

Your success is built on your drive to own a business that's profitable, meaningful and beneficial to clients.

You've invested considerable skill and passion to sustain and grow that business. You deserve a partner who invests in you.

Affinity Wealth Management Group prevails competitively in a constantly evolving industry, reinventing while remaining true to the tenets that have shaped us, and always respecting what advisors value most:


Achieve for your business all that independent advisors value – client relationships, practice model flexibility, brand identity, freedom, control, and a full-service, open-architecture platform – plus a wealth management partner that continually works with you and advocates for you.


Strengthen your business with the support of an intentionally layered community of:

Strong, local and dedicated market leaders.

Credentialed, industry experts at home office who specialize in business development, practice management, financial planning, client solutions, marketing, advisor transition, real estate consultation and other business-building areas.

Collaborative, supportive peers.


Financial planning is our heritage and continues to inform how we go to market, serving as a catalyst for client success; a matchmaker for trusting, long-lasting advisor-client relationships; and the character engineer behind a friendly, loyal, caring and authentic advisor community.


You’re our greatest resource, and your value is not lost on us. As such, you have unprecedented access to decision makers and information, allowing you to initiate meaningful exchanges and transform challenges into action within an agile organization that reacts quickly to your needs.


  • Life Insurance
  • Financial Planning
  • Wealth Management
  • Long-Term Care Planning
  • Retirement Planning
  • Business Risk Management Solutions
  • Business financial planning
  • Succession and Exit Planning
  • Recruiting and Retention Strategies

for Individual Business Owners;

  • Comprehensive Financial Planning
  • Retirement Planning
  • Wealth Management Solutions
  • Estate Planning Strategies
  • Risk Management
  • Tax-efficient Strategies
  • Charitable Giving Strategies
  • Key Man Insurance
  • Defined Benefit Planning
  • Golden Parachute Packages

Affinity Wealth Management Group securities offered through LPL Financial, Member FINRA/SIPC.

Fixed Insurance offered through Affinity Insurance Partners, licensed insurance agency.

What We Do

Products/Services Relating to Financial Services

Project Experience

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