Approach

Our story.

We are an independent firm, 100 percent owned and operated by a team of professionals who take great pride in working to make our clients’ lives better.

The story of Affiance Financial begins with our founder, Steve Lear. Steve’s financial career began in 1980. Within 10 years, he founded his own firm, Lear Financial. Steve had a vision for starting a firm that would truly put the interests of its clients first.

In 1995, Andy Fishman joined Steve and together, they began to assemble a team of professionals to help build a lasting business for their clients. In 2000, this team became Affiance Financial.

In 2022, Affiance Financial expanded its partnership group to a second generation. This critical step ensured that Affiance Financial would live beyond the career of any individual. Through carefully building a multi-generational team, our clients can rest assured that Affiance Financial will be there for them every step of their financial journey – today and well into the future.

Our values.

At Affiance Financial, six core values drive our day-to-day interactions. A top priority is showing that we take great care in building long-term relationships with our clients. We serve you first, and trust that the rest will follow.

The Affiance Financial team relies on our core values to ensure that we keep client-care front and center in all that we do, as well as treat our teammates in a way we can be proud of. The core values that drive our work are:

• We act as a fiduciary.
• We care.
• We support.
• We deliver.
• We value our reputation.
• We remain curious.

Our mission.

Our mission is working to make lives better. This is bigger than just a goal, it’s why we exist.

For our clients, working to make lives better means executing financial plans of action. It is our mission to take you from where you are now to where you want to be. We will help you maximize your financial resources, so that you can maximize your life. And, we will help you corral and complete the less glamorous, but equally important parts of your financial life, such as implementing tax strategies that minimize your lifetime tax liability, or ensuring that your risk mitigation plan is sufficient to protect everything you’ve worked so hard for.

Making lives better extends to our team of engaged financial professionals. For our team, our mission means showing up every day and living our core values. We appreciate our teammates and strive to show them the same care and support we show our clients. Affiance’s partners love what we do, and we try to share that joy with everyone who joins our team.