Wealth management, built around you.
We started Affinity Capital because people deserve more than a templated plan and a 15-minute meeting. Since 1995, we’ve been helping clients make sense of their wealth — and use it with intention.
We're not here to impress you with jargon or hand off your account to someone you’ve never met. We’re here to build real relationships, offer clear advice, and be the steady voice you call when things get complicated — financially or otherwise.
What it really means to put you first.
Fiduciary isn’t a marketing term to us. It’s how we show up: honest, invested, and always on your side. Being a fiduciary means we’re legally — and personally — committed to acting in your best interest. We don’t sell products or take commissions. As a fee-only firm, our advice is paid for by you and tailored to you.
A Team that Listens
Want to know what we’re seeing in the markets?
Our Monthly Market Report gives you a quick, honest view of what’s happening and what it might mean for your plan. No hype, no fluff — just useful insight, delivered monthly.