EP Wealth Advisors

There are many aspects of your financial picture that must be aligned to achieve your desired level of success. At Finer Wealth Management, we call this your Circle of Gold™. We help you to understand your Circle of Gold™ by gathering facts and setting your goals in order to create your personalized, integrated investment and financial plan. Based on your information, this process may include a discussion of allocation and possible re-allocation. From then on, we work with you every step of the way, making any necessary adjustments to secure your financial future. Finer Wealth Management also provides a quarterly portfolio review to ensure that your Circle of Gold™ receives the best possible results each and every time.

Brown Advisory Group, headquartered in East Providence, RI, provides comprehensive investment and wealth management solutions. As trusted financial planners, we offer expert guidance in financial and retirement planning, helping clients secure their future. Our experienced professionals provide personalized strategies to grow and protect your assets. We offer a wide range of services including retirement, estate, and long-term care planning, as well as tax-reduction strategies and charitable planning. Our team works closely with you to develop customized investment services and financial strategies aligned with your goals, ensuring your wealth works efficiently for you and your chosen causes.

If you're looking for a financial advisor in the Newburyport area, we're here to help. Specializing in serving small business owners and female investors, we offer a full range of services including financial planning, tax and estate planning, and investment management to help you achieve your financial goals.