Amherst Financial Services
Amherst Financial Services, Inc. was established in 1987 as an independent Financial Planning and Asset Management Company. Amherst Financial Services is a Registered Investment Advisor. Gateway Advisory formally does business as (d.b.a) Amherst Financial and is a fee only independent financial planning company, there is no bias with any specific financial industry (i.e. insurance, brokerage house, bank, etc.). There is no special preference in data gathering, in developing plans, making recommendations and/or investing.
Amherst Financial Services objective is to do what is right for our clients. When investing their money our focus is to protect their accumulated wealth and to diversify their investments so they are not adversely exposed to any one asset class. This is accomplished by implementing Asset Allocation employing a tactical investment approach and/or utilizing Modern Portfolio Theory with the emphasis on No-Load Mutual Funds and Exchange Traded Funds (ETF's).
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.