Our Approach

We have created a new model for financial planning. We take a comprehensive approach to providing you guidance and solutions and bring all the expertise you need to reach your goals and realize your ambitions. We combine our financial planning expertise with accounting, tax, estate planning and business advisory services.

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The Affinity Group know that conventional financial planning is often an unsuitable match for proper ambitions.

Wealth management, for both the present and future generations, starts with one person: you.

We invest ourselves in relationships with our clients. Uncovering a person’s goals, motivations, and blind spots allows us to build plans tailored to them. And like ambitions and wealth management, we continuously work to strengthen our relationships and understandings.


When we do get to the financial aspects, we know which options are available to meet your needs. The attention, insight, and guidance we provide can give your wealth management a whole new look.

Interested in learning more about the Affinity Group?