AFFINITY FINANCIAL ADVISORY

Overview

Affinity Financial Advisory is a boutique wealth manager focused on discretionary portfolio management for individuals, families and small businesses. The firm shows a clear tilt toward equity exposure, using exchange-traded equities as the dominant vehicle within its separately managed account (SMA) programs. Fee arrangements are flexible—percentage of AUM, hourly and fixed-fee options are offered—consistent with serving a range of mass‑affluent and high-net-worth households that prefer customized billing. The adviser does not identify as an active ESG investor and is structured as a single-owner LLC serving a primarily local client base rather than operating as a multistate advisory platform. Investment activity centers on liquid, tradable instruments—equities and ETFs are the core sleeve—while complementary exposure is delivered through mutual funds, annuities and selective allocations to real estate-related alternatives. Portfolio construction appears oriented toward tax- and trading-efficient instruments (ETFs and SMAs), with discretionary authority over client assets enabling regular rebalancing and tactical adjustments.

Assets & Accounts

Public Holdings

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Location & Offices