Affinity Financial - The Walker Group LLC

Overview

Affinity Financial - The Walker Group LLC is an independent registered investment adviser organized as a limited liability company that focuses on serving individual and family clients. The firm combines financial planning and portfolio management with educational workshops, positioning itself as a small, relationship-driven practice rather than a large capital allocator. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. Investment activity tilts toward publicly traded equities, with a clear preference for exchange-traded instruments used as the primary building blocks of client portfolios. The firm offers discretionary portfolio management and appears to rely on separately managed account structures for customization, while also deploying mutual funds and annuities where appropriate for client goals or income needs. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.

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