Understanding

Process. Personalization. Problem Solving.

That’s what powers the Plus in Personal Financial Management. While committed to providing the best financial strategies, we are equally driven to help bring clarity and confidence to your financial life.

Since 1985, our specialists have helped clients in all stages of life identify their goals and build a trusted roadmap to achieving them. Based in Lynnfield, we proudly serve clients across Massachusetts, southern New Hampshire, and throughout New England.

As veterans of the financial world, we know that sustainable financial success requires more careful attention than quick-fixes and cookie-cutter solutions. That’s why we work with individuals, families, and business owners who seek long-term relationships and a comprehensive approach to wealth management. To us, it’s not just about planning; it’s about partnerships.

Whether working with families or firefighters, millennials or retirees, or individual investors and business owners, we deliver best-in-class advice and strategies in an authentic, approachable environment. Our expert advisors dedicate over 55 years of combined experience to crafting strategies that secure your financial future and stand the test of time.