Affinity Wealth Partners
Enjoy Innovative Financial Planning from a Team with Hometown Service.
Skip the big banks and get a custom plan designed to help you strive to reach Financial Confidence. ---------------------------------------------------------------------------------------------- Dana L. Havens Senior Financial Advisor, RJFS | Managing Partner, Affinity Wealth Partners Ryan C. Patterson, AAMSยฎ Senior Financial Advisor, RJFS | Managing Partner, Affinity Wealth Partners Dennis P. Wil
Here are the top 3 financial moves people wish they'd made sooner. It's never too late, but earlier is always better! ๐ Get started at AffinityWP.com
05/22/2026
While Memorial Day weekend often signals the start of summer traditions, it's also an important time to remember the sacrifices that allow us to enjoy these freedoms every day. Our office will close on Friday at 3PM and reopen on Tuesday, May 26th, in honor of the holiday. Wishing you a safe and meaningful Memorial Day weekend!
05/21/2026
Beth, our Business Manager, celebrated her birthday with a family trip to the Panama Canal! Happy Birthday, Beth! ๐
Are you retiring *to* something or simply *from* something? Here are a few ideas for creating purpose and fulfillment in retirement!
05/10/2026
Today, we celebrate the love, strength, wisdom, and care that mothers bring to our lives every day. Happy Mother's Day from all of us at Affinity Wealth Partners!
Asset allocation isnโt one-size-fits-all. Your goals, timeline, and comfort with risk all play a role. Ryan breaks it down in this quick video. ๐
04/24/2026
Did you know April is Financial Literacy Month? ๐ต It's never too early to start building smart money habits. That's why we created Affinity Academy, a fun, interactive hub filled with games and downloadable resources designed to make learning about money simple (and actually enjoyable) for kids and teens. ๐ Check out the link below to get started!
https://www.affinitywp.com/academy
04/16/2026
We love it when clients bring their pups along for meetings. We recently had the pleasure of welcoming sweet Josie into the office! ๐พ
04/15/2026
Congratulations to Dana Havens for being named to the Forbes list of Top Women Wealth Advisors, Best-In-State 2026! ๐ For more on this prestigious honor, please visit:
https://tinyurl.com/ForbesHavens
04/08/2026
Nothing better than celebrating great people (and great cake)! ๐ Happy Birthday, Crystal! ๐
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Contact the business
Website
Address
2664 East Kearney Street
Springfield, MO
65803
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
| Saturday | 9am - 12pm |
| Sunday | 8am - 10pm |