Exeter Financial, LLC

Exeter Financial, LLC is an SEC-registered investment adviser offering comprehensive wealth management and investment advisory services to retail investors. The firm provides both discretionary and non-discretionary portfolio management, financial planning, and ongoing account reviews. Investments are tailored to individual client goals, risk tolerance, and financial situations, with a focus on long-term, buy-and-hold strategies. Exeter uses fundamental analysis, technical analysis, and economic/market cycle evaluation to construct and manage portfolios, and primarily holds securities for over a year, though may sell earlier for tax or performance reasons.