As a registered investment advisor and fiduciary, we aim to help you answer difficult questions and plan for unexpected changes. We always strive to provide honest and thoughtful personal financial planning and investment advice unique to your situation.
In 1987, we began helping individuals and families invest in their future. As a second-generation family business, we’re proud to help multiple generations of families achieve their wealth and lifestyle goals.
We specialize in planning for a sudden liquidity event or windfall, typically from stock options after an IPO, inheritance, or selling a business. If your financial situation has changed dramatically, you may need help developing a financial and investment strategy from the ground up.
While this may be the first (or only) time you’ll need to plan for a large windfall, it’s not ours. We have the experience to help guide you to – and through – a big liquidity event.
Wealth Management and Financial Planning Services
Financial decisions shouldn’t be made in a vacuum. We believe that to get the best outcome, it’s important to integrate all the pieces. By focusing on managing your wealth, we can help ensure your investment strategy aligns with your financial goals and retirement plan, and taxes are considered at every turn.
Work with an advisor – not a salesperson. As a client, you will never have to worry that your advisor may try to sell you a financial product for their own personal gain. Why? As a fee-only financial advisor, we do not sell securities, investment or insurance products. We also don’t receive commissions or compensation from third parties.
As a registered investment advisor, we are a financial fiduciary. This carries a duty to act – at all times – for the sole benefit and interest of our clients. A fiduciary duty is the highest act of loyalty, trust and care as established by law. Unfortunately, not all financial advisors are obligated to put your best interest ahead of their own.
Media appearances by Kristin McKenna, CFP®, Managing Director, Darrow Wealth Management
Darrow Wealth Management is an asset management and financial planning firm with offices in Boston, MA and Needham, MA. Our reach is national: we partner with executives across the country as a SEC-registered investment advisor. Unfortunately, investors tend to prioritize the financial advisor near me search when looking for a wealth manager.
Technology makes it easy to meet face-to-face, even if we’re in different places. When looking for a fiduciary financial advisor, consider prioritizing the right complete fit over an office location near you. After all, if you move or your advisor does, you probably won’t want to start over with a new firm.
There are many different paths to wealth. This personal and professional diversity is reflected in our client base. Of course, certain industries and occupations are represented more than others. Many of our wealth management clients are:
Our team of advisors have broad and deep experience and education in the fields of investment management, financial planning, and tax, including the CERTIFIED FINANCIAL PLANNER™ designation, CFA, and CPA professionals. Learn more about the Darrow team of financial advisors.
