Affinity Wealth Management
Affinity Wealth Management is a Wilmington, Delaware-based SEC-registered investment advisor founded in 1974 that delivers wealth management, retirement planning, investment management, tax, and business-owner advisory services to high-net-worth individuals, families, business owners, and retirees nationally.
- Company typePrivate
- Founded1974
- HeadquartersWilmington, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Affinity Wealth Management does
Affinity Wealth Management LLC is an independent, SEC-registered investment advisor (RIA) founded in 1974 and headquartered in Wilmington, Delaware. The firm delivers a comprehensive suite of advisory services organized around four pillars — Wealth Management, Business Financial Management, Investment Management, and Retirement Planning — supplemented by Tax Services and Consulting engagements. It targets high-net-worth individuals and families, business owners and self-employed professionals, and pre-retirees/retirees nationwide, with particular specialization in advanced retirement plan structures (solo 401(k), cash balance plans) for high-income business owners and in guiding clients through significant life transitions (retirement, business sale, divorce, death of a loved one). The firm’s engagement model is anchored by a no-pressure, consultative initial 'Connect Meeting' followed by ongoing planning relationships structured around its 'Best Life Process' and 'Return on Life' (ROL) philosophy.
Affinity Wealth Management firmographics
Firmographics- Name
- Affinity Wealth Management
- Legal name
- Affinity Wealth Management LLC
- Website
- https://affinitywealth.com
- Company type
- Private
- Founded year
- 1974
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Affinity Wealth Management is a Wilmington, Delaware-based SEC-registered investment advisor founded in 1974 that delivers wealth management, retirement planning, investment management, tax, and business-owner advisory services to high-net-worth individuals, families, business owners, and retirees nationally.
- Ownership category
- akta.pro rank
Affinity Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where Affinity Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Wilmington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Affinity Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory Fees: As a Registered Investment Advisor (RIA) regulated by the SEC, Affinity Wealth Management provides investment advisory services and renders 'individualized responses to persons in a particular state only after complying with all regulatory requirements.' The firm provides investment advisory and related services and renders services pursuant to an applicable state exemption or exclusion. The revenue model is consistent with traditional RIA fee structures, which may include percentage-of-AUM fees, flat fees, or hourly billing for financial planning engagements. The firm provides prospective clients with copies of Form ADV, Part 2A (Disclosure Brochure), Part 2B (Brochure Supplement), and Form CRS (Client Relationship Summary).
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Affinity Wealth Management product offering
Product offeringCore offering
Affinity Wealth Management is an SEC-registered investment advisor (RIA) providing personalized wealth management, investment management, retirement planning, tax services, and business financial management for affluent individuals, families, business owners, and retirees. Services are delivered through a consultative "Connect Meeting" engagement process followed by ongoing financial planning, supported by third-party client portals (Orion Advisor, eMaplan).
Product overview
Affinity Wealth Management is a Registered Investment Advisor offering a comprehensive suite of financial advisory services organized around four core pillars: Wealth Management, Business Financial Management, Investment Management, and Retirement Planning. These core services are supplemented by Tax Services and Consulting offerings. The firm delivers its services through a structured client engagement process centered on an initial 'Connect Meeting,' followed by ongoing financial planning support. Clients access their accounts and planning tools through integrated digital portals including a Financial Planning Portal powered by eMPLAN and an Affinity Client Portal powered by Orion Advisor. The firm has operated since 1974, serving clients nationally from its Delaware location.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
- Business Financial Management
- Investment Management
- Retirement Planning
- Tax Services
- Consulting
- Financial Planning Portal
- Affinity Client Portal
Quantifiable outcome
- The firm helps clients identify gaps in retirement plan structures that can result in tens of thousands of dollars per year in missed tax-advantaged savings.
- +1 more outcomes
Companies that use Affinity Wealth Management
Customer profileSegments3 records
Ideal customer profiles3 records
Affinity Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Affinity Wealth Management partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights5 records
Affinity Wealth Management competitors and assessment
Company assessmentDirect peers
- Cassaday & Company: Long-standing Mid-Atlantic (Virginia) wealth management firm offering comprehensive financial planning, investment management, and tax services to HNW clients — directly comparable scope, customer base, and consultative delivery.
- Plante Moran Financial Advisors: Planning-centric RIA affiliated with Plante Moran, with explicit business owner and retirement plan advisory practices — closely aligned with AWM's HNW and business-owner focus areas.
- Waldron Private Wealth: Mid-Atlantic (Pennsylvania-based) fee-only RIA of comparable size focused on financial planning and wealth management for HNW individuals and families — closely matches AWM's planning-led, relationship-based model.
- BFS Wealth Advisors: Mid-Atlantic fee-only RIA of similar size delivering comprehensive wealth management, tax planning, and business-owner advisory services — comparable in scale, scope, and customer mix.
- Brighton Jones: Comprehensive, planning-led RIA serving HNW families and business owners with integrated wealth, tax, and investment services — comparable full-service offering and target client profile, though larger in scale.
Broad incumbents
- Carson Group: National RIA and advisor support platform with comprehensive wealth management and business-owner services — adjacent incumbent competing for similar advisor and client relationships.
- Merit Financial Advisors: Fast-growing RIA consolidator building comprehensive wealth management, financial planning, and tax services for HNW clients — comparable service mix with PE-backed growth ambition.
- Mariner Wealth Advisors: Large national RIA consolidator offering comprehensive wealth, tax, estate, and business-owner services — broader scale and product breadth than AWM but overlapping target market.
- Creative Planning: One of the largest US RIAs, providing full-service wealth management, tax, and retirement plan services to HNW individuals and business owners — overlapping value proposition delivered at much greater scale.
Emerging players
- Farther: Tech-forward RIA serving HNW clients with integrated planning and investment management via a modern digital platform — represents the emerging digitally-native model competing for the same affluent segment.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Affinity Wealth Management social profiles
Digital presenceAffinity Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Affinity Wealth Management leadership team
Management profileNumber of profiles
Profiles8 records
Affinity Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Affinity Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Affinity Wealth Management
What does Affinity Wealth Management do?
Affinity Wealth Management is an SEC-registered investment advisor (RIA) providing personalized wealth management, investment management, retirement planning, tax services, and business financial management for affluent individuals, families, business owners, and retirees. Services are delivered through a consultative "Connect Meeting" engagement process followed by ongoing financial planning, supported by third-party client portals (Orion Advisor, eMaplan).
Is Affinity Wealth Management a public or private company?
Affinity Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Affinity Wealth Management founded?
Affinity Wealth Management was founded in 1974. It employs 11 to 50 people.
Where is Affinity Wealth Management based?
Affinity Wealth Management is headquartered in Wilmington, United States, in the North America region.
How does Affinity Wealth Management make money?
One revenue line is on record: investment Advisory Fees.
Who are Affinity Wealth Management's main competitors?
Direct peers on record are Cassaday & Company, Plante Moran Financial Advisors, Waldron Private Wealth, BFS Wealth Advisors and Brighton Jones. Broad incumbents are Carson Group, Merit Financial Advisors, Mariner Wealth Advisors and Creative Planning. Farther is listed as an emerging player.
Does Affinity Wealth Management have an API?
No public API is recorded for Affinity Wealth Management.
What industry is Affinity Wealth Management in?
Affinity Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.