top of page
affinity_homenew2.jpg

Enjoy Innovative Financial Planning from a Team with Hometown Service.

Skip the big banks and get a custom plan designed

to help you achieve your Financial Freedom.

Experience Full Concierge Service

Wouldn’t you find reassurance knowing you have a full team of dedicated professionals covering all your financial bases?

 

We simplify the lives of all the clients we happily serve, helping you in every phase of your life including finances and beyond.

Three Simple Steps to Financial Freedom

Meet.

Let’s meet to discuss your dreams and goals. We want to truly know you and your long-term plans.

Plan.

We’ll develop and present a custom plan designed to help you confidently navigate your unique circumstances.

Implement.

Together, we’ll implement the plan to help bring your dreams and goals to life as you enjoy Financial Freedom.

Do You Know Your Risk Number?

49

Risk

risk3.jpg

Risk

81

risk5.jpg

Risk

32

risk1.jpg
Risk

Is your level of risk compatible with your retirement goals? Take our brief Risk Questionnaire and see how your Risk Number can help chart the proper path towards Financial Freedom.

AdobeStock_298891023.jpeg

– Brian Tracy

"A clear vision, backed by definite plans, gives you a tremendous feeling of confidence and personal power."

– Antoine de Saint-Exupéry

Let’s connect and explore how we can help you build a confident Financial Future.

lotus.png

Affinity Wealth Partners • 417.520.3275 • 2664 East Kearney St | Springfield, MO 65803

​​

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

​

Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

​

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Affinity Wealth Partners. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Affinity

Wealth Partners is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

 

Riskalyze is an independent third party service provider and is not affiliated with Raymond James.

© 2026 |  Raymond James Privacy Notice   |   Raymond James Legal Disclosures (including Form CRS)  |   Terms of Use

broker_check.png
bottom of page