Planning Gets You There

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.

Everyone is on their own timeline.

At every stage of life, taking care of your money is an important personal responsibility. We understand all about setting priorities and our ongoing advice will help keep you on course to get where you want to go.

Planning helps provide clarity.

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

Our Affinia Team