Advisors
Alyssa McNamara Reed, CFP®, MS Taxation | Advisor
Alyssa McNamara Reed, CFP®, MS Taxation | Advisor
Alyssa McNamara Reed, CFP®, MS Taxation | Advisor
Asset manager / financial planner with passion for the intersection of taxes and investing. Works with motivated savers, beneficiaries of estates, business owners, divorcees, widows, pre- and post-retirees, and more. Compensation based on assets under management. Asset Management clients only. Minimums apply.
Justin J. McNamara, CFP®. | Advisor
Alyssa McNamara Reed, CFP®, MS Taxation | Advisor
Alyssa McNamara Reed, CFP®, MS Taxation | Advisor
Asset manager / financial planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees, and more. Compensation based on assets under management. Asset Management clients only. Minimums apply.
Kirk B. Reed, CFP® | Advisor
Michael J. McNamara, Ph.D., CFP® | Advisor
Michael J. McNamara, Ph.D., CFP® | Advisor
Asset manager / financial planner with passion for client service and the intersection of golf and finances. Works with beneficiaries of estates, widows, golfers, pre- and post-retirees, and more. Compensation based on assets under management. Currently not taking on new clients.
Michael J. McNamara, Ph.D., CFP® | Advisor
Michael J. McNamara, Ph.D., CFP® | Advisor
Michael J. McNamara, Ph.D., CFP® | Advisor
Founder, asset manager / financial planner, and gray haired presence. Semi-retired. Works with legacy clients and select others. Currently not taking on new clients.
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