af·fin·i·ty group

"a group of people linked by a common interest or purpose."

Our purpose is to guide you in finding that feeling of total financial security.

Our firm quietly advises hundreds of families and businesses in Northeastern Ohio in the areas of investment advisory services, retirement plan design, financial-plan construction, income tax planning, estate planning, and advanced life insurance planning. Get in touch with us to set up a time to shake hands with our advisor and learn more.

Personalized Financial GPS

Managing your finances is an ongoing, everchanging process – your resources should be too. We utilize best of breed mobile friendly technology that allows you to see every account in real time to understand where you are in relationship to where you need to be to meet your goals.

See It In Action

View from Many Angles

The name "affinity" points to our belief that accurate planning must be a team effort, actively incorporating specialist in many areas of your financial picture to create a transformational view of how proper planning is conducted. Our team of outside specialist include CPA's, Attorneys, Bank Professionals, and Insurance Agents, to ensure that we are looking at each client's unique situation from every angle.

Meet the Specialists

Have a Family CFO

Our highest calling is to be each client's most trusted family advisor, the "Family CFO" if you will, taking ownership of not only on the traditional areas that most financial planners address but extending our focus to all areas of the clients financial life. This allows our clients to achieve a feeling of total financial security.

Our Philosophy

Current Client Resources

Our team strives to offer unmatched customer service, working as a valuable resource at your fingertips. Let us provide you with a quick place to access the eMoney login, resourceful videos, and other accounts we manage.

Our Financial-Planning Process

For those new to the process of in-depth financial planning, you may not know the benefits of having a financial advisor.

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Fiduciary vs. Broker

Our firm is an independent financial services firm, meaning that we are free from any associations with any company or conflicts of interest.

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Your Financial Advocate

We're here to champion the organization of your finances to help you take charge of your finances to successfully reach all of your goals.

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MEET OUR TEAM

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our team page to learn more about our advisors.

Our Office Team

SCHEDULE A MEETING WITH AN ADVISOR

We’d love to hear from you. Give us a call and we’ll get started.

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