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Affinia Financial Group

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United States

Founded in

2019 (6 Years)

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Get to know Affinia Financial Group

Affinia Financial Group is an independent, fee-only Registered Investment Advisor (RIA) that provides comprehensive wealth management and financial planning services. The firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their services encompass investment management, retirement planning, estate planning, tax planning, and insurance analysis, aiming to serve as a central point of contact for all aspects of a client's financial life. The company was founded on the principle of providing objective, tailored advice to help clients achieve their long-term financial goals.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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