Affinity Wealth Partners

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, AAMS® Senior Financial Advisor, RJFS | Managing Partner, Affinity Wealth Partners Dennis P. Wil

liams Registered Principal, RJFS | Managing Partner, Affinity Wealth Partners Mitchell L. Walker Senior Financial Advisor, RJFS Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Important Disclosure Information: http://raymondjames.com/smicd.htm Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Affinity Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

05/29/2026

Here are the top 3 financial moves people wish they'd made sooner. It's never too late, but earlier is always better! 👉 Get started at AffinityWP.com

While Memorial Day weekend often signals the start of summer traditions, it's also an important time to remember the sac...
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!

Beth, our Business Manager, celebrated her birthday with a family trip to the Panama Canal! Happy Birthday, Beth! 🎉
05/21/2026

Beth, our Business Manager, celebrated her birthday with a family trip to the Panama Canal! Happy Birthday, Beth! 🎉

05/15/2026

Are you retiring *to* something or simply *from* something? Here are a few ideas for creating purpose and fulfillment in retirement!

Today, we celebrate the love, strength, wisdom, and care that mothers bring to our lives every day. Happy Mother's Day f...
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!

05/08/2026

Asset allocation isn’t one-size-fits-all. Your goals, timeline, and comfort with risk all play a role. Ryan breaks it down in this quick video. 📈

Did you know April is Financial Literacy Month? 💵 It's never too early to start building smart money habits. That's why ...
04/24/2026

Did you know April is Financial Literacy Month? 💵 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. 👉 Check out the link below to get started!
https://www.affinitywp.com/academy

We love it when clients bring their pups along for meetings. We recently had the pleasure of welcoming sweet Josie into ...
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! 🐾

Congratulations to Dana Havens for being named to the Forbes list of Top Women Wealth Advisors, Best-In-State 2026! 🎉 Fo...
04/15/2026

Congratulations to Dana Havens for being named to the Forbes list of Top Women Wealth Advisors, Best-In-State 2026! 🎉 For more on this prestigious honor, please visit:
https://tinyurl.com/ForbesHavens

Nothing better than celebrating great people (and great cake)! 🎂 Happy Birthday, Crystal! 🎉
04/08/2026

Nothing better than celebrating great people (and great cake)! 🎂 Happy Birthday, Crystal! 🎉

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

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