Affiance Financial, LLC
Affiance Financial, LLC is an SEC-registered investment adviser providing customized discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan services to individuals and employer-sponsored retirement plans. Their approach is client-focused, with services tailored to individual needs including cash flow planning, insurance, investment, tax, retirement, estate, and business consulting. The firm emphasizes a broad-based financial planning program called 'The Affiance Advantage.'
Investment Strategy
Affiance Financial offers both discretionary and non-discretionary investment management services, with a focus on personalized investment solutions and comprehensive financial planning. The firm constructs portfolios based on client goals, risk tolerance, and circumstances, utilizing a range of investment vehicles and planning strategies. Their financial planning process includes initial engagement, cash flow, insurance, employee benefits, investment, tax, retirement, college, estate, and business consulting.
Top Holdings
Equity Positions (104)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 22.02% | $120.9M | 197,497 | $450.64 | $612.38 | +$14.8M |
A AGG | ISHARES TR | 15.05% | $82.7M | 824,609 | $99.08 | $100.25 | +$9.8M |
V VTI | VANGUARD INDEX FDS | 11.55% | $63.5M | 193,355 | $216.86 | $328.17 | +$7.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.95% | $32.7M | 545,067 | $49.04 | $59.92 | +$2.4M |
I IEFA | ISHARES TR | 4.55% | $25.0M | 285,978 | $73.32 | $87.31 | +$2.5M |