
Transition Strategy
Roadmap | Project Plan | Dedicated Support
3705 Clinton Pkwy, Ste 200, Lawrence, KS 66047
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).
Learn moreRoadmap | Project Plan | Dedicated Support
In-House Business Consultant | Tailored Technology | Accountability Partner
Strategy Templates | Marketing Coach | Customized Automation
In-House CFA | Investment Committee | Research Team
Our team is your team. Meet your soon-to-be best friends.
The information provided is for informational purposes and is intended for use by advisors only. not for public distribution. affinity offers investment advisory services through mkfp, LLC, an SEC Registered Investment Advisor. © Copyright 2018. All Rights Reserved