Affirm Wealth Advisors

📢 Join us for our Quarterly Market Outlook on Tuesday, July 14 at 12:30 p.m. (Arizona Time). In just 30 minutes, you’ll gain timely insights into key drivers shaping the investment landscape – plus practical takeaways to help you stay informed and confident in your decisions.

🔗 Click on the link below for more details and to RSVP. 👇
https://bit.ly/4uRa8fN

Happy 1-Year Anniversary to our Marketing Administrative Assistant, Allison Demko! 🎉 Allison’s creativity, organization, and dedication have made a meaningful impact on both our team and clients. Here’s to celebrating her achievements and looking forward to many more successful years together! 🙌


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Meet the advisors in our new Green Valley office! Join us as we welcome Mark Rosema and John Rinehart to our team.

Both John and Mark have 13 years of industry experience and bring a wealth of knowledge, dedication, and passion for helping clients work towards their financial goals.

John earned his bachelor’s degree in journalism and business from Indiana University Bloomington. Mark earned his bachelor’s degree in accounting and business management from Grand Valley State University.

We’re excited to have them on board and look forward to the impact they’ll make for our clients and the community. 💼👏


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Happy Father’s Day! 💙 Cheers to all the dads, grandpas, stepdads, and father figures who show up with wisdom, support, and plenty of laughs along the way.

And a special shoutout to the dads here at Affirm Wealth Advisors, we hope your day is filled with the people and moments that mean the most.

Happy Birthday to our Investment Operations Director, Alan Alpers! 🥳 Join us in wishing Alan another year filled with success, happiness, and continued growth! 🎂🎉


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Our offices will be closed today, June 19, in observation of Juneteenth. We’ll be back and ready to assist you during our regular business hours on Monday, June 22.

Thank you to our amazing Peoria community for supporting our Back-To-School Drive benefiting A New Leaf! 📚✏️📝 A New Leaf provides support to families and individuals in our community, and we’re so grateful to help further their mission. Because of your generosity, students will head into the school year with the supplies and support they need to succeed.

We truly appreciate being part of such a caring and giving community. Thank you for making a meaningful difference! 🤝

Happy 1-Year Anniversary to our Associate Financial Advisor, Jake Meyer! 🎉 Jake’s dedication and expertise have made a significant difference for our clients. Here’s to celebrating his success and many more milestones ahead!


https://bit.ly/4eMvXZb

📢 Join us for our Virtual Educational Event, The Psychology of Money: Habits for Financial Success TOMORROW, Tuesday, June 16 12:30 p.m. (Arizona Time).

Learn how emotions, habits, and biases shape your money mindset and discover practical strategies to: avoid common financial pitfalls, build lasting, healthy habits and align spending with your goals. Whether you’re starting out or leveling up, this session gives you tools to take control of your money and your future.

🔗 Click on the link below for more details and to RSVP. 👇
https://bit.ly/4vf906X