Honest. Knowledgeable. Professional. Welcoming. Family
Asset Management for a Fee
Asset Management for a Fee
Independent, fee-only advisory firm with competitive, tiered (breakpoint) fee schedule. We want to help everyone; regrettably there's only so much time in a day. Thus, to be able to maintain a high level of service to our existing clients, we currently have a $500k minimum (assets that can be directly managed) to bring on new clients.
Financial Planning
Asset Management for a Fee
Retirement, College, Sabbatical, Other. These services are complimentary for our asset management clients. Limited engagement "planning-only," or project-based clients may be take on under certain need-based circumstances.
Tax Planning
Minimizing taxes due in a given year, and/or over your lifetime, and/or when bequesting to family is import to many people. It is an integral part of financial planning and investing, and takes thorough analysis. Our Advisors bear this in mind and can cooperate with your tax preparer, or ours, to increase tax efficiency.
Tax Preparation
Real People. Real Service.
COMING FALL 2026
We will soon begin offering tax preparation for Individuals, Families, Trusts, Estates, and Small Business Owners.
More details to come shortly
Real People. Real Service.
Real People. Real Service.
Real People. Real Service.
No phone cues or chat bots. Real people answer the phone and return your calls. One on one relationship with your Advisor. Long-tenured support staff. Independent, local, family-owned business since 1987. To learn more about us, read Form CRS.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
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. 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.
McNamara Financial Services is proud to sponsor the Marshfield High School Smart with Money Fair for the 12th year
McNamara Financial Services is proud to sponsor the Marshfield High School Smart with Money Fair for the 12th year
McNamara Financial Services is proud to sponsor the Marshfield High School Smart with Money Fair for the 12th year
Learn About Our Radio Show "McNamara On Money"
McNamara Financial Services is proud to sponsor the Marshfield High School Smart with Money Fair for the 12th year
McNamara Financial Services is proud to sponsor the Marshfield High School Smart with Money Fair for the 12th year
Learn About How We Think - Peruse Articles On Our Blog
McNamara Financial Services is proud to sponsor the Marshfield High School Smart with Money Fair for the 12th year
Learn About How We Think - Peruse Articles On Our Blog
Our Second Office Location is in Chelmsford, Mass
