Affinity Asset Advisors, LLC is an independent, fee-only wealth management firm that operates as a fiduciary for its clients. The firm specializes in providing a holistic suite of financial services, including comprehensive financial planning, personalized investment management, retirement planning, tax and estate planning, and risk management. Their core mission is to offer objective, tailored advice to help individuals, families, and business owners achieve their long-term financial goals without the conflicts of interest associated with commission-based products.

Founded in

United States