How We Got Here
Amherst Financial Group is a full-service, independent Registered Investment Advisory (RIA) firm located in the heart of Amherst, NH at 8 Main Street on the Amherst Village Green. AFG was established in 2021 by Bob Ellis, President and founder of the firm.
Bob holds both the Certified Financial Planner® designation and a Master's Degree in Financial Services from the American College. Over the course of his career, he has earned multiple licenses in insurance and securities, including his Life, Accident, and Health insurance license, Property and Casualty insurance license, and Series 6, 63, 65, 7, and 24 securities licenses. He also served as an adjunct professor, teaching graduate-level financial planning courses.
Bob is joined by a growing team that includes Brian Howlett, Financial Advisor, who brings nearly 25 years of experience in the investment industry, having built a successful career as a fund wholesaler; Logan Pettus, Investment Advisor, who graduated Summa Cum Laude from Southern New Hampshire University with a Bachelor's degree in Business Administration and a minor in Finance; and Zach Wyborney, who serves as an Office Assistant Intern supporting the firm's daily operations and client service.
Dedication to community is a core value at Amherst Financial Group. Bob has served on several nonprofit boards, volunteered through the IRS V.I.T.A. program to help low-income New Hampshire residents prepare their tax returns, founded a local Rotary International club, and coached multiple youth sports teams. He continues his service as an on-call volunteer firefighter with Amherst Fire Rescue, responding to emergencies and serving his community whenever needed.
Amherst Financial Group is an independent Registered Investment Advisory (RIA) firm located next door to Moulton’s Market on the Amherst Village Green. AFG was established in 2021 by Bob Ellis, a Certified Financial Planner™, after more than 20 years managing client investment accounts. Bob created the firm in order to offer his clients more options in selecting which investment custodian was right for them. AFG currently offers access to two well-known custodians, LPL Financial and Interactive Brokers, with plans to expand client options in 2024.
Amherst Financial Group is a firm where dedication to our community is a core value. Bob is deeply involved in local community service, having served on several nonprofit boards and volunteering through the Internal Revenue Service V.I.T.A. program, helping low-income residents in New Hampshire prepare their income tax returns. He is the founder of a local Rotary International club and finds pride in coaching local sports teams, including his son's club soccer team.
Recently, Bob expanded his community involvement by becoming a volunteer firefighter in Amherst, earning his Fire 1 and Fire 2 certificates in 2023. He is an active member of the department, responding to emergencies including fires, car accidents, and medical calls, around the clock.
Amherst Financial Group is an independent Registered Investment Advisory (RIA) firm located next door to Moulton’s Market on the Amherst Village Green. AFG was established in 2021 by Bob Ellis, a Certified Financial Planner™, after more than 20 years managing client investment accounts. Bob created the firm in order to offer his clients more options in selecting which investment custodian was right for them. AFG currently offers access to two well-known custodians, LPL Financial and Interactive Brokers, with plans to expand client options in 2024.
Amherst Financial Group is a firm where dedication to our community is a core value. Bob is deeply involved in local community service, having served on several nonprofit boards and volunteering through the Internal Revenue Service V.I.T.A. program, helping low-income residents in New Hampshire prepare their income tax returns. He is the founder of a local Rotary International club and finds pride in coaching local sports teams, including his son's club soccer team.
Recently, Bob expanded his community involvement by becoming a volunteer firefighter in Amherst, earning his Fire 1 and Fire 2 certificates in 2023. He is an active member of the department, responding to emergencies including fires, car accidents, and medical calls, around the clock.
Amherst Financial Group is an independent Registered Investment Advisory (RIA) firm located next door to Moulton’s Market on the Amherst Village Green. AFG was established in 2021 by Bob Ellis, a Certified Financial Planner™, after more than 20 years managing client investment accounts. Bob created the firm in order to offer his clients more options in selecting which investment custodian was right for them. AFG currently offers access to two well-known custodians, LPL Financial and Interactive Brokers, with plans to expand client options in 2024.
Amherst Financial Group is a firm where dedication to our community is a core value. Bob is deeply involved in local community service, having served on several nonprofit boards and volunteering through the Internal Revenue Service V.I.T.A. program, helping low-income residents in New Hampshire prepare their income tax returns. He is the founder of a local Rotary International club and finds pride in coaching local sports teams, including his son's club soccer team.
Recently, Bob expanded his community involvement by becoming a volunteer firefighter in Amherst, earning his Fire 1 and Fire 2 certificates in 2023. He is an active member of the department, responding to emergencies including fires, car accidents, and medical calls, around the clock.