Why Affiance Financial

Our goal is to build lasting relationships that are based on mutual trust, respect, and shared values. We are not interested in quick, transactional business. We are committed to earning your trust, so that we can be your financial planner for life. When we help you plan for long-term goals, we want to be there when you achieve them. Our multi-generational advisor team gives us confidence to say that we will be with you through all of your life stages.

We can’t control the ups and downs of the market. But we can control how we respond to them. We rely on our disciplined investment strategy to take the ups and downs of our emotions out of our investments. Our investment strategy consists of a set of systematic processes that guide our decision making. We intentionally take the emotion out of investing, in order to guide our clients through each headline-making crisis. Our dedication to well-designed, tax-efficient, globally diversified investment portfolios can provide valuable peace of mind.

No Affiance Financial meeting is complete without written meeting notes we like to call Plans of Action. These notes contain the action steps that drive your financial plan forward. They hold us, and you, accountable for taking the necessary action toward achieving your financial goals. And, they create an archived record of your entire financial life that can be referenced by our team for continuity and continuation.

Affiance Financial’s Core Values aren’t just words on a piece of paper. Our Core Values are at the heart of every client interaction and every business decision. If it doesn’t show that we care, we support, we deliver, we stay curious, or we value our reputation, then we don’t do it. Most importantly, we always act as a fiduciary. Our clients come first, and that’s all there is to it.