Overview

We are an RIA firm that specializes in working with those in or near retirement. Our clientele has been primarily in southeastern Massachusetts, but we seek to expand. Financial planning is at the foundation of our engagements and informs our approach and considerations for portfolio management. Although we offer non-discretionary services, the bulk of our engagements are for discretionary portfolio management services. Our team includes three CFP advisors, one CFA, another IAR whose focus is primarily on customer service, and a marketing/compliance person. Our marketing is benefited by our FM radio financial talk show, and our primary location in shared office space with an estate planning attorney's office. We do not seek to grow indiscriminately, we seek to find the right possibilities for consideration of growth. If you seek a firm that is fundamentally about caring for people, perhaps our firms are culturally compatible. We value being small enough that we have a personal relationship with our clients, but we want to be big enough to achieve adequate scale.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
Oct. 20, 2018

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