Peter F. Gaertner, CFP, CDFA, MBA

Tel: (302) 254-6121
1702 Lovering Ave
Wilmington, DE 19806

Live your best life possible!

Affinity Wealth Management | Financial Advisor in Wilmington ,DE

About Affinity Wealth Management

Affinity Wealth Management is a full service, independent Wealth
Management firm that has been serving successful individuals,
families, and small businesses since 1974. We have clientele
that spans the country. Affinity Wealth Management provides
needs-based financial services to help clients meet their
personal and financial goals.At AWM, we utilize a
proprietary investment strategy that has stood the test of time.
This strategy has been the key to our client's success. In fact,
for several consecutive years, Affinity Wealth Management has
been recognized by the prestigious Bloomberg Wealth Manager
Magazine as one of the top wealth managers in the nation. What's
more, the Better Business Bureau of Delaware awarded us with the
Torch Award for high marketplace ethics. AWM's approach to
market analysis is disciplined, focused, and relentlessly
thorough. Our goal is to deliver equity-like returns with less
risk than you would otherwise be able to achieve. Capital
preservation is implicit in our investment approach.

10 Years of Experience



General Information
Firm Start Year:   1974
No.of Employees:   10-19
Name of Broker/Dealer:   MerCap Securities, Inc.
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   DE
Number of Years with Current Firm:   5
I work with the following types of clients:   Individual Investors , Businesses
Foreign Languages Serviced:   German


Services
Investment Types:   Exchange Traded Funds (ETFs) , Mutual Funds , Bonds , Stocks
I can meet clients in the following ways:   Via email , At my office , At your office , At your home , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Variable Life , Life , Variable Annuity , Disability
Financial Organization Memberships:   Society of Financial Services Professionals , Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Rotary Club


Firm Information
Advisor's Number of Clients:   100


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets
Additional Details on Charges:   1.25% up to $300,000
1.15% from $300,000 to $500,000
1.00 $500,000+
$1,000,000 + negotiable
Minimum Fee Charged for Managed Accounts:   na
Minimum Fee Charged for Hourly Planning Accounts:   na
Minimum Fee Charged for Flat Fee Accounts:   na


Education
MBA  Delaware State University - Dover, DE
08/2007- 05/2008

Bachelor of Science - Finance and Banking  Delaware State University - Dover, DE
08/2004-05/2007



FAQs

  • Do you have a customer satisfaction or refund policy? Customer satisfaction is our main priority. If you are not completely satisfied with our services, we can certainly come to a mutual agreement regarding discounted fees for services rendered. We have been in business for 40 years and are proud of an A+ Better Business Bureau (BBB) rating.
  • What are your qualifications? What is your education background? I am a CERTIFIED FINANCIAL PLANNER practitioner and have worked in the financial industry since 2008. I was awarded the Five Star Wealth Manager Award as recent as December of 2015. I earned both my Masters (MBA) and Bachelors degrees (Finance) at Delaware State University.
  • What is your approach to financial planning? The financial planning process begins with both of us determining what your specific goals are and for me to assist you with the tools of proper, comprehensive financial planning to achieve them.
  • What services do you offer? Investment Management, Financial Planning, Retirement Planning, Risk Tolerance Assessment, IRA and 401(k) Rollovers, Estate Planning, Tax Planning, Employer-Sponsored Retirement Plans.
  • How many clients do you currently manage? I manage around 100 relationship but have capacity to add to those.
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Peter F. Gaertner, CFP, CDFA, MBA

Peter F. Gaertner, CFP, CDFA, MBA

CDFA, CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


Peter has been working in the financial services industry since 2008 and joined Affinity Wealth Management in 2013. He previously worked with Advisers as an Outside Portfolio Manager at J.P. Morgan Private Bank and later moved into a role as a Client Service Associate and swiftly was promoted to Senior Associate. In this position, he was the primary point of contact for select Private Banking clients and helped facilitate an exceptional client experience across available banking and financial service products and services. 

Peter, a native of Berlin, Germany, is a CERTIFIED FINANCIAL PLANNERŪ practitioner, Certified Divorce Financial AnalystŪ and has active Life and Fixed Annuity/Variable Annuity insurance licenses. He is an adjunct professor for Financial Planning at the Delaware State University where he teaches Retirement Planning and Estate Planning. He has also taught retirement readiness courses at the University of Delaware Lifelong Learning center and has visited correctional institutions to educate the inmates on basic financial planning concepts.
He is an active member of the Financial Planning Association and the Caesar Rodney Rotary Club in Wilmington. He earned an MBA and a Bachelor of Science in Finance and Banking from the Delaware State University, where he also served as the Football team's place kicker during his studies.
He currently resides in North Wilmington with his wife, Erin, and his two sons, Benjamin and Cole. During his free time, he enjoys golf, tennis, skiing and fantasy football.

Communities Served

Any

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 3:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 8:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 4:00 PM

Awards & Recognitions


Five Star Wealth Manager
(12/15/2017)

2016 and 2017 winner of the Five Star Wealth Manager Award in Delaware and Philadelphia

Social Networks


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