Amherst Financial Group, LLC

Overview

Amherst Financial Group, LLC is an independent registered investment adviser serving individuals, families and small institutions with a mix of financial planning and discretionary portfolio management. The firm shows a clear tilt toward publicly traded equities—both exchange-traded equities and ETFs—while retaining flexibility to use mutual funds and third-party alternative managers when appropriate. Fee arrangements are mixed: percentage of AUM is offered alongside hourly and fixed-fee engagements, which supports advisory relationships ranging from ongoing portfolio management to project-based planning. The firm does not position itself as a capital allocator and is not an active ESG investor. Amherst Financial Group’s business model targets individual and family clients and small businesses, delivering customized portfolios on a discretionary basis. The firm’s activity profile and custodian footprint suggest it implements a blend of separately managed accounts (SMAs), model-based ETF/stock sleeves, and mutual fund allocations depending on client objectives and tax considerations. An insurance company affiliation indicates access to insurance solutions that can be integrated into comprehensive planning.

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Public Holdings

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Location & Offices