Our Services

What do we offer? As much or as little as you want. 

That's the beauty of Affinity Financial Advisors. And we help you determine what you need by giving you a top-level business consultant who has worked with hundreds of firms to propel them forward.

Explore below to see how partnering with Affinity could be exactly what you've been looking for.

Transition Strategy

Roadmap | Project Plan | Dedicated Support

Optimize Growth

In-House Business Consultant | Tailored Technology | Accountability Partner

Marketing Plan

Strategy Templates | Marketing Coach | Customized Automation

Investment Management

In-House CFA | Investment Committee | Research Team