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Atwood Lake
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Tom Schauer
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Atwood Lake
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Welcome to Affinity Wealth Advisors, Financial advisors

What is your story?

 

Life is made of stories. Affinity Wealth Advisors invites you, your family, or your business team, to achieve your life goals. Through a process of careful planning, intelligent implementation, and lifelong collaboration, we aim not just to meet your goals, but to exceed them.

We are not a “cookie-cutter” operation. Consultation, advice, planning, and solutions are all customized to your unique story, aspirations, and vision of your future. In this way, financial planning is really life planning, where your highest values are so much more important than the numbers.

Please get in touch with us. We would love to hear…

 

 

 

 

 

 

© 2011,2012 Affinity Wealth Advisors Inc.

Affinity Wealth Advisors Inc., 4015 Executive Park Drive, Suite 215, Cincinnati, Ohio 45241. (513) 489-7900.

Investment Advisor Representative: Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Registered Representative: Securities offered through Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC (www.finra.org). Cambridge and Affinity Wealth Advisors are not affiliated.

We are securities-registered in the following states: Ohio, Kentucky, California, Florida, Virginia, North Carolina, and Texas. This website is only intended for residents of these states, and is not intended as an offer to sell securities to residents of any other state. Links disclosure: Neither Affinity Wealth Advisors nor Cambridge Investment Research are responsible for the content or technology of third-party websites that are linked to or from this website. Certified Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.