Independent Financial Planning

Affinity Financial Group is an independent investment advising and wealth management firm serving individual investors, business owners and boards. Established in 2002 by Angela Baurley and Taunya Villicana, this locally owned independent business currently maintains portfolios for clients in fifteen states.

OUR MISSION

Helping Our Clients Plan to Live Better

OUR VALUES

Relationships
Strong relationships, respect and mutual responsibility are the cornerstones of successful financial planning.

Integrity
All of our actions are guided by the principles of honesty and fairness.

Independent Thinking
Company directives and sales quotas should not drive investment advice. Education is the key to effective, independent decision making.

	When planning for our retirement, it was important for us to choose financial advisors that were independent. Affinity Financial Group offers guidance that is not tied to products. They also take time to understand our needs.
	Michael Jameson Former CEO, Tucson Newspapers INC.