Going Above & Beyond
The Affinity Wealth Partners team was thoughtfully built to meet the full wealth management needs of your entire family. Going above and beyond, our friendly team prides itself on delivering personalized service and attention to detail that’s second to none.
By developing deep, meaningful relationships with clients like you, we’re driven to be helpful in as many aspects of your life as possible. Going far beyond rates of return, we get to know all the complexities of your life and happily provide professional guidance to help you navigate those challenges.
You’ve worked hard to achieve success for your family, and we’re proud to be the trusted financial stewards who give you the freedom to focus on what matters most in your life.
Meet the Team
Brian L. Lumley, MBA, AIF™
Financial Planner, RJFS
Brian is the dedicated retirement plan advisor on the team, providing services designed to meet the unique needs of plan sponsors and their companies, including plan design expertise, employee education, and fiduciary investment advice. In addition, as our retirement plan advisor he can provide expertise that can be crucial to designing and implementing an effective and efficient retirement plan. Unless your company has professionals with retirement plan expertise who are solely dedicated to managing your employee retirement plan, you may benefit from a retirement plan advisor who may assist with various aspects of maintaining your company’s plan.
Brian has been with Raymond James since 1998 and
currently holds Series 7, 6, 24, 31, and 66 Licenses. He is an AIF®, Accredited Investment Fiduciary, with the Foundation for Fiduciary Studies and an Investment Advisor Representative.
Brian graduated from Drury University with a Master’s in Business Administration. Brian’s approach was founded upon his distinctive and independent, investment selection methodology. This institutional approach has served his advisory clients well and has allowed the team to serve a large number of institutions, across the Midwest. They are a mix of privately and publicly held companies, churches, foundations, not-for-profits, and pension plans.
Brian and his wife Heather, live with their 3 kids on the Family’s Ranch in Fair Grove, MO, where they met and both attended school.
– Nicholas Sparks
“Sometimes the most ordinary things can be made extraordinary, simply by doing them with the right people.”