Advisors

Alyssa McNamara Reed, CFP®, MS Taxation | Advisor

Alyssa McNamara Reed, CFP®, MS Taxation | Advisor

Alyssa McNamara Reed, CFP®, MS Taxation | Advisor

Smiling woman in floral dress stands with arms crossed outdoors.

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. Currently not taking on new clients


Justin J. McNamara, CFP®. | Advisor

Alyssa McNamara Reed, CFP®, MS Taxation | Advisor

Alyssa McNamara Reed, CFP®, MS Taxation | Advisor

Man in a dark suit with hands in pockets stands outdoors with autumn foliage behind him.

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.

Michael J. McNamara, Ph.D., CFP® | Advisor

Michael J. McNamara, Ph.D., CFP® | Advisor

Michael J. McNamara, Ph.D., CFP® | Advisor

Elderly man in a gray suit and blue tie standing outdoors with autumn foliage in the background.

Founder, asset manager / financial planner, and gray haired presence. Semi-retired.  Works with legacy clients and select others. Currently not taking on new clients. 

Erik Saarinen, CFP® | Advisor

Michael J. McNamara, Ph.D., CFP® | Advisor

Michael J. McNamara, Ph.D., CFP® | Advisor

Confident man in suit smiling outdoors with autumn foliage background.

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.