Doing Business Better Than Usual

Welcome to Your Company.

How does a multi-custodian RIA platform at a lower cost make you feel? That is why we built one for you.

Affinity Financial Advisors benefit from a multi-custodian independent registered investment advisor and a friendly independent broker-dealer relationship.

How do you know which option is right for your practice?  It's a big decision and not one that you need to make alone.  Let us show you how Affinity could be a great partner to enhance what you already have and give you what you need to improve your clients' experience, make your staff happier, and make your job a lot easier (and dare we say, more fun).