Independent, fee-only advisory firm with competitive, tiered (breakpoint) fee schedules. Until we can bring on another Advisor, we currently have a $500k minimum (assets that can be directly managed) to bring on new clients.
Retirement, College, Sabbatical, Other. These services are complimentary for our asset management clients. At this time, we do not have the capacity to take on limited engagement "planning-only," hourly, or project-based clients.
No phone cues or chat bots. Real people answer the phone and return your calls. One on one relationship with your Advisor. Long-tenured support staff. Independent, local, family-owned business since 1987. To learn more about us, read Form CRS.
As Investment Advisers Representatives of McNamara Financial Services, Inc., a federally Registered Investment Adviser (RIA), each of our four Advisors is held to a fiduciary standard. This means that our Advisor are required by law to put the interest of their clients ahead of their own financial interests.
Taking good care of your clients is the only way to run a successful business long-term. We want to work with our clients for life, and giving honest advice without regard to compensation is how we accomplish that.
Each of our Advisors is also a CERTIFIED FINANCIAL PLANNER Professional. The CFP Board publishes a Code of Ethics (right) that each CFP Professional must abide by. This Code of Ethics includes, among other behaviors, acting in the clients best interest.
1020 Plain Street, Marshfield, Massachusetts 02050, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment