Affiance Financial is an independent financial planning firm located in the Minneapolis area. Our mission is simple – we work to make lives better. We serve clients of different ages, backgrounds, and geographic locations, providing personalized services normally reserved for the ultra-wealthy. We use our comprehensive financial planning process, the Affiance Advantage™, to help clients like you pursue your financial goals. 

*This account is limited to sharing general information about Affiance Financial, original content, and unaffiliated third-party information, content, and links. Affiance does not make any guarantees as to the accuracy, suitability, or completeness of third-party content, and takes no responsibility therefore. All such information is provided for convenience only, and all users should be guided accordingly. This account may contain discussion of Affiance’s or another professional’s positions and/or recommendations as of a specific date. Due to various factors, including changing market conditions, such discussion may no longer reflect current positions and/or recommendations. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that future performance will be profitable, or equal any historical performance level(s). Moreover, no client or prospective client should assume that any content on this account serves as the receipt of, or substitute for, personalized advice from Affiance or any other professional. Affiance is neither an attorney nor an accountant, and no content on this account should be interpreted as legal, accounting, or tax advice. 

Advisory services offered through Affiance Financial, a Registered Investment Adviser. Securities and advisory services offered by Registered Representatives and Investment Advisor Representatives through Private Client Services. Member FINRA, SIPC. Affiance Financial and Private Client Services are unaffiliated entities.

Affiance Financial

Eric Unger

Steve Lear

This department focuses on providing personalized financial planning services to clients.

Financial Planning

This department analyzes data to provide insights and support decision-making within the organization.

Data Analytics

This department provides high-level administrative support and oversees compliance across the organization.

Affiance Financial

Org chart

Teams

Financial Planning

Data Analytics

Executive Office

Offices