The Exeter Difference
We value our clients business. In return, our clients experience the value of achieving their financial goals and objectives
The real value of partnering with Exeter Financial is that you will increase the certainty of achieving your total wealth management goals. We’ve accomplished this for others and we’ll achieve this for you.
We built our team, process, and platform based on the specific and unique needs of our clients — entrepreneurs, executives and family offices. Our clients desire:
- Independent advice and full transparency—not a “product push”.
- Integrated advice—customized planning based on all aspects of their financial situation. Analyzing both sides of their balance sheet, cash flow, tax and estate related issues.
- Institutional processes–investment policy statement, financial and estate plan, philanthropic and charitable giving plan.
- Customized reporting—integrating all financial assets regardless of where they are held.
- Teams of highly experienced professionals that understand their unique set of issues and experiences.
At Exeter, we feel there are four key ingredients that differentiate us in the marketplace and are the foundation of why our clients have selected us as their trusted advisor. We call it the 4P’s (People, Process, Platform and Personal Attention).
THE MARKETPLACE AND COMPETITION
Today there are a whole host of firms that use the “wealth management” tag line. At Exeter, we feel that the vast majority of these “wealth management” firms are not providing a truly comprehensive and integrated approach to helping clients achieve their objectives.
The wealth management marketplace is comprised of two main constituents:
1) National/Regional Brokerage firms and Banks – the model for most of these firms is “produce a product and push it out” through the firms distribution channel of thousands of brokers. The products available to the brokers and their clients are based upon the “approved list” by the firm and the approach is a “one size fits all.” The Bottom-line — product “push” with no appropriate customization.
2) Independent firms – most of these firms are smaller and owned by the principals of the firm. Many of these firms are specialists focusing in one area such as investment management, financial planning or insurance. These specialists may do a decent job in one area but the approach or solution for the client is not comprehensive or integrated. Even worse, you see these specialists trying to provide solutions in areas they don’t have the background and expertise. The Bottom-line — specialists that don’t or can’t structure a comprehensive, integrated plan.