About Us

Finity is more than just a great name, it’s an always present reminder of what we’re in business to deliver. In every effort, Finity Group serves to provide its clients clear direction and reliable advice for all aspects of their financial world.

 

Financial ClarityFinity Group

 

Every member of Finity Group believes in a business built on trust, integrity, and service. We work tirelessly to build and maintain relationships structured around these core values. From the advisors to our operations team, to the many professional relationships we have cultivated, our team aspires to serve the needs of our clients.

Advisors at Finity Group provide wealth management and strategic financial planning through our independent structure. Our advice is not influenced by a larger entity, nor is there a singular organization that supplies the financial vehicles we present. Instead, we have open channels to the marketplace which allows us to offer a truly comprehensive suite of products and services.

A financial strategy is more than just a collection of high-quality financial vehicles. Our advisors have the experience and know-how to bring structure and organization to these channels, aligning efforts with the stated objectives. At any point in your career, and at all points in the relationship; the advisors at Finity Group look to educate and inform first, ensuring a thorough understanding of options and strategies. As your plan gets underway our advisors remain active, helping to monitor efforts and communicate progress, making sure your plan remains in line with your ever-changing objectives.