AFFIANCE FINANCIAL LLC

Overview

Affiance Financial LLC is an independent registered investment adviser that serves individuals, families and institutions with a mix of financial planning and portfolio management. The firm leans on public funds and mutual funds as the core building blocks of client portfolios and identifies as an active ESG investor, suggesting ESG criteria are integrated into manager or product selection where appropriate. Fee arrangements include both a percentage of assets under management and fixed-fee engagements, reflecting a mix of ongoing asset-based advisory relationships and project-based planning work. Service lines emphasize financial planning and discretionary portfolio management for individuals, small businesses and institutional clients. Investment implementation appears to favor low-cost pooled vehicles for core exposure, while reserving capacity for more targeted allocations and manager selections when client objectives call for alternatives or private market exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices