top of page

A·ffin·i·ty Group noun

:A group of people linked by a common interest or goal.

Fiduciary financial advisor firm in the Canton Ohio & Akron Ohio area, serving clients Nationwide. Investment Management, Tax Planning, Estate Planning, Insurance Planning all with one group, The Affinity Group.

Our financial planning firm is an independent fiduciary, not a broker. What's the difference?

-vs-

Ficuciary financial advisor in Canton, OH
broker bubble
Fiduciary Advisor Akron, OH
fiduciary bubble
Financial planner in Canton, OH

  • Your interest first, all the time. 

  • We are unaffiliated with Banks or Brokerage Firms 

  • We use Third Party Custodians/Trust Companies for added security

  • Independently owned with no outside share-holders

Whether you are a nearing retirement/retired, a business-owner, or a couple on your wealth accumulation journey, there are many different puzzle pieces within your total financial picture. As a Fiduciary Wealth Management firm we take ownership of evaluating, organizing, and guiding in 360 degree's of your financial life.

financial advisor in Akron, OH
bottom of page