• Doing Business Better Than Usual

    How does paying your broker-dealer for an expensive single custodian “solution” make you feel? Us too.

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).

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Optimize Growth

In-House Business Consultant | Tailored Technology | Accountability Partner

Your Team

Our team is your team. Meet your soon-to-be best friends.

Want to Learn How We Help Advisors Make Better Decisions?