Managing your financial life is not just about money.

It’s about decisions. At McNamara Financial, we help you make the right decisions for a better financial picture. Not just for your portfolio, but for your family and your future. We’re a financial services company, but we’re also a family company, and we manage more than just your money. Our mission is to help you effectively manage all aspects of your financial life.

Life Stage 1:
20s-early 50s

In this stage of your

life, you’re Accumulating

your financial assets.


Life Stage 2:
early 50s-mid 60s

Pre-retirees worry about

having enough money to

retire, and how to invest what

money they have.


Life Stage 3:
mid 60s-onward

As a Retiree you

need steady monthly

income from your investments

so you don’t run out of money.


Our Prospective Client Process

Get started on the path to a better financial picture, today. We offer two ways for our prospective clients to get started: initial in-person meetings and an online planning tool.

Marshfield High students get reality check at finance fair

Marshfield High School business students from all grades got a taste of the challenge of keeping a balanced budget at the first Smart With Money Finance Fair, sponsored by McNamara Financial Services, Inc., held Wednesday, April 2, at the Marshfield Country Club.


Tune in Saturday mornings


95.9 WATD-FM

Fishing teaches us many life lessons: patience, cooperation, and respect for nature…it’s also a lot of fun! As lifelong fishermen (and women), we enjoy taking our clients out on these trips.

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