Welcome to Affinia Financial Group
We give advice about your money, but first, we talk about you.
We want to understand where you are today and where you want to be in your future.
Our Advisory Relationship
We spend time getting to know you and are there to advise you through every stage of your life.
Comprehensive Financial Planning
Your financial plan is a dynamic document reflecting your life circumstances and your short- and long- term aspirations.
Fiduciary Investment Management
The investment strategy for your portfolio is based upon your individual risk and return objectives, cash flow requirements, time horizon and other considerations important to you.
Our nationally recognized specialty practice, Special Needs Financial Planning, can help your family plan for their future and the lifelong needs of your child with a disability.
Experts to Guide You
We understand first-hand what it takes to plan for a complex life.
We offer an empathetic ear and an experienced hand to help guide you.
We take your future personally