Affinity Planning Partners, LLC is an independent financial advisory firm based in Wilmington, Delaware. As a fee-only firm, they operate on a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The company specializes in creating personalized financial plans that encompass investment management, retirement planning, estate planning, and tax strategies. Their mission is to help clients navigate complex financial decisions to achieve their long-term life goals with clarity and confidence.

Founded in

United States