What do you invest for?
Your aspirations aren’t purely financial. Whether it’s about providing, protecting, educating, giving back, or simply enjoying your success, you need a financial advisor who is focused on what really matters to you.
Wealth management services designed to help you reach your life goals.
We credit much of our long-term success to how we approach client relationships. Our unwavering support will help you navigate challenging questions and plan for some of life’s unexpected changes. As a Darrow client, we aim to provide honest and thoughtful personal financial advice unique to your situation. Through a deliberate and transparent approach to investing, we wish to simplify your life so you can go out and live it.
Our Story.
In 1987, we began helping individuals and families invest in their future. Now a predominantly female-run second generation family business, we are proud to have the opportunity to help multiple generations of families in the community achieve their wealth and lifestyle goals.
Transparency.
Work with an advisor – not a salesperson. As a client, you will never pay commissions or 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 products, or receive any commissions.
Full-Time Fiduciary.
A fiduciary duty is the highest act of loyalty, trust and care as established by law. As a registered investment advisor, we are legally bound to act – at all times – for the sole benefit and interest of our clients. Unfortunately, many advisors aren’t held to a fiduciary duty at all, or perhaps just in certain situations. If your advisor is only a part-time fiduciary, how do you know when they stop acting in your best interest?
Family Wealth Management and Investment Advisory Services
Learn more about working with a CERTIFIED FINANCIAL PLANNER™ professional
Investment Management · Financial Planning
Tax Planning · Retirement Planning · Specialized Financial Management Services
Investing Insights & Financial Planning Strategies from our Blog
- 4 Year-End Financial Moves You Haven't Thought OfThe end of the year is always a busy time, but it's often the last chance to ensure money-moves will count towards the current tax year. If you've been slow to tackle your financial to-do list this year, now may be the perfect time to redeem yourself.
- Social Security Strategies for Married Couples with Unequal IncomesIt isn't always advantageous to wait until age 70 to file for Social Security benefits, especially when one spouse is the primary breadwinner and both spouses are eligible for benefits on their own employment history. Due to the numerous factors that will ultimately govern your lifetime expected benefits, deciding when is best to claim Social […]
- The Truth About Market TimingThe debate about whether investors can regularly 'beat' the market by timing when to buy and sell is not new. At the most basic level, individual and institutional investors have the same goal: to buy low and sell high. For market-timers, this means trying to spot the highs and the lows in advance.
About Darrow Wealth Management
Darrow Wealth Management is a fee-only financial advisor and wealth management firm with offices in Boston, MA, Concord, MA, and Los Angeles, CA. Although we are based in Massachusetts, we are able to work with executives and professionals across the United States. Our Private Wealth Management Program uses a proactive 360° approach, so you can feel confident that you have a trusted partner dedicated to growing and protecting the lifestyle you’re working so hard to build. The Darrow team of financial advisors, holding CFP®, CFA® and CDFA distinctions, serves a diverse client base, including physicians, attorneys, technology and software professionals, business owners, scientists, and engineers.