Retirement and Distribution Planning
Investing and Portfolio Design
Estate Planning and Asset Protection
Tax Planning
Our Team

Greg serves as an investment advisor and is the founder of Affinity Investment Group, LLC an investment advisory firm...

Peter serves as senior investment advisor at Affinity Investment Group, LLC. Peter is a Certified Financial Planner™...

James serves as an investment advisor at Affinity Investment Group, LLC. James graduated from The Peter T Paul School of...

Ben does most of the client related financial reporting at Affinity Investment Group, LLC. Most clients see his reports...

Denise serves as Affinity Investment Group, LLC' s Chief Operations Officer. She is responsible with overseeing the day...

Diane is Affinity Investment Group, LLC's Relationship Manager. Diane will greet you at our Exeter office and assist...

Lucas serves as an investment advisor at Affinity Investment Group, LLC. He graduated from the Grossman School of...
01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.