We distinguish ourselves with our experience, ethics, genuine caring, and compassion for our clients.
From our initial introduction, through the vision and planning phase, to investing, reporting and review, you will be working with dedicated and experienced professionals who love what they do and are good at it.
Exeter Financial is a Wealth Management Firm that is comprised of highly specialized professionals in the areas of investing, estate and tax planning. Our team works side by side with our High Net Worth clients to create a personalized financial plan that puts them in control and at ease for now and the future. We pride ourselves on delivering a first class experience and breaking down the emotional barriers many wealthy families have to ensure an excellent wealth management experience. If financial peace of mind makes sense to you then we are the perfect fit. It’s incredibly easy to get started. Because we only work with a limited number of High Net Worth families there is a minimum investment of $1 million dollars to get started.
At Exeter Financial our culture is what defines us. Our commitment to our clients, teamwork, integrity, professional excellence and entrepreneurial spirit embodies Exeter Financial. Our culture will continue to evolve, but the one constant will be to meet the high expectations of our clients. We are committed to growing our distinctive culture and holding to our core values which always place our client’s interests first. Our culture sets us apart and our clients are the ones who benefit.