Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. 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," says firm founder, Michael McNamara (many times). 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.