Our Values


Our values define who we are and they form the foundation of our firm. They guide our actions and behavior. They influence the way we work with each other and the way we serve our client partners.

On every level, we demonstrate integrity, respect, enthusiasm, courage, teamwork and leadership. We build relationships and base our decisions and recommendations on doing what is right and on achieving results.

We apply these values consistently throughout our organization and they serve as the basis for every single choice that we make. We strive to provide our clients with the best service, the attention each one deserves and with the utmost operational excellence.

Our Mission Statement


The Affinity Advisory Group is dedicated to providing assistance in portfolio management, operational efficiency and product enhancement. Our goal is to help our clients achieve positive financial results by utilizing our strong business ethics, extensive industry knowledge and through sound recommendations that foster stability and profitability for our clients.

KEY SERVICES
Portfolio Management
Portfolio Management
Operations Improvement/Efficiency
Operations Improvement/Efficiency
Income Generation
Income Generation