Affinity Financial Group

Our Vision

Affinity Wealth Management is a women-owned and operated firm dedicated to empowering individuals and organizations to achieve financial clarity and build lasting wealth. We believe in personalized solutions and customized strategies that align with your unique needs and goals.

Our Approach

Our holistic approach considers your entire financial life, including retirement planning, estate management, investment strategies, and risk management. We'll work hand-in-hand with you to:

• Organize your financial life: Develop a comprehensive financial plan that clarifies your financial situation and goals.
• Address your entire financial landscape: We'll review your investments, debts, and insurance coverage to identify potential gaps and opportunities for improvement.
• Partner with you every step of the way: We believe in open communication and shared decision-making, ensuring you're actively involved in the process and comfortable with every step.

Who We Are

Affinity Wealth Management is led by Angela Baurley, a seasoned financial advisor with over two decades of experience. Angela is passionate about empowering clients to take control of their finances and achieve their financial goals through tailored solutions and personalized service.

Our Commitment

At Affinity Wealth Management, we are committed to:

• Transparency: We believe in open communication and providing clear explanations about your financial plan and the strategies we employ.
• Integrity: We adhere to the highest ethical standards and prioritize your best interests in every situation.
• Client-centered service: We are dedicated to building lasting relationships with our clients and providing personalized attention to their unique needs.

Our Services

We offer a comprehensive range of services to meet your diverse financial needs, including:

• Retirement planning: Develop customized plans to maximize your retirement savings and ensure a secure future.
• Investment management: Build a diversified portfolio that aligns with your risk tolerance and financial goals.
• Estate planning: Create a comprehensive estate plan that protects your assets and ensures the proper distribution of your wealth.
• Risk management: Identify potential risks and implement strategies to protect your financial security.

Let's Get Started

We understand that financial planning can be complex and overwhelming. But it doesn't have to be. Contact us today and let us help you take the first step towards achieving financial clarity and building a secure future.