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Accounting Firm

Affinity Wealth Management LLC

Wealth management, tax and retirement planning firm for individuals and families in Delaware and Pennsylvania

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About Affinity Wealth Management LLC

Affinity Wealth Management LLC is a financial planning and wealth management firm serving clients in Delaware and Pennsylvania, with advisers in the Wilmington area. It has worked with clients since 1974 and frames its advice around the life each client wants rather than returns alone.

What Affinity Wealth Management LLC offers

  • Wealth management — managing client investments so families can spend less time on them.
  • Tax planning — tax strategies from certified tax planners alongside investment advice.
  • Estate planning — estate strategies tied to personal and financial goals.
  • Retirement planning — guidance for people approaching or already in retirement through life transitions.
  • Financial advice meetings — sessions with a financial adviser to design a personal plan.

Who it works with

The firm works with individuals and families, including pre-retirees and retirees, in Delaware and Pennsylvania.

Key facts

  • Based in: Wilmington, Delaware
  • Founded: operating since 1974
  • Team: certified financial advisers and tax planners

Profile written by TrustList from the business's own published information, Sep 2026.

What the business tells TrustList

Founded
1974 (52 years) evidence sent

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