A group of people linked by a common purpose
We are a Wealth Management Fiduciary firm in Canton Ohio, helping clients both locally and nationally. Our unique "Wealth Management Team" consists of wealth advisors, financial planners, accountants, attorneys, bankers, real estate agents, mortgage brokers, and insurance agents. Our clients have their team of financial experts collaborating, thinking, and focusing on them.....this approach we believe leads to the most successful outcomes.
Total Wealth Management....Your Financial Team
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There are four groups our firm
provides the most value for
Services We Provide
Here is just a few of our 67 Google reviews giving us a full 5 star rating
Your Personal Financial Website is your "financial GPS"
Each of our clients have an industry leading financial website that shows monitors every aspect of the financial goals and details. You can see where you are today, where you want to be tomorrow, and what it will take to get there.
YOUR FINANCIAL TEAM
Concierge services and treatment is what having "your Affinity Group" is all about. Time is your most important asset, not money.....we will manufacture more time into your life by not having to meet with, manage, and translate information between all your financial relationships
A Message From Our Principal
"I'm passionate about coaching and advising clients how to achieve or maintain financial independence, or as I like to call it "work optional". What I have found is that the term "retirement" doesn't relate or connect to many people today. We all want to get to the point where we get up each morning and do what we want to do, not what we need to do financially. This is financial independence, and our entire mission as a company. Everything our team does in the areas of financial planning, tax-planning, investment management, banking, and insurance, is focused on financial independence....either getting there or ensuring you stay there.
As the Principal and Financial Advisor at The Affinity Group, I truly get energized by spending time with my clients and obsessing over ways to provide greater value to their financial and personal lives. I want my clients to always say and feel that they are getting a concierge experience and have a partner in their corner who is looking after their total wealth picture."