Affinity Wealth Management Group

At Affinity Wealth Management Group, we are dedicated to assisting our clients in every aspect of their financial lives. Our mission is to create customized life strategies that help, preserve, and pass on our clients' family assets. We are committed to helping individuals, families, and businesses meet and exceed their financial and life goals.

Our company was founded on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. Our team consists of experienced professionals who provide personalized service and a "hands on" approach to financial guidance. We strive to help create financial stability and independence for each of our clients.

Our Services

We offer a range of services tailored to meet the unique needs of our clients. For businesses, we provide financial planning, investment advice, and wealth management. For individuals, we offer comprehensive financial planning, investment management, and retirement planning. We also work with non-profit organizations, providing them with strategic financial planning and philanthropic guidance.

Meet Our Team

Our team includes experienced professionals who are dedicated to helping you achieve your financial goals. Our team members include Krista Kirby, CFP, Independent Financial Advisor; Keith J. Kozubal, CRPC, AAMS, WMS TM, Independent Financial Advisor; Aprel German, Administrative Specialist; and Aleda Kresge, Founder. Each team member brings a unique set of skills and expertise to ensure that you receive the best possible service.

Stay Informed

We believe that staying informed is key to making informed financial decisions. We offer research and articles on various financial topics, including market commentary, investment advice, and more. Our recent articles include "Preferred Securities: Still Our Preferred Non-Core Bond Sector, " "Sell in May? Maybe Not, " and "That Was Quite A Week."