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.
Working with a Fiduciary.
As a registered investment advisor, we are legally bound 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.
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
- The Stories We Tell Ourselves About MoneyGrowing up, kids are taught very simple facts about money: you need to earn it to pay your bills and save it to retire and buy things you want along the way. Yet, as we get older, these basic facts about money seem to have gotten lost. Instead of emphasizing working and saving to reach […]
- How to Use a Roth IRA, Even When You Earn Too MuchIf you have an old 401(k) or 403(b) retirement plan, now may be a good time to consider converting to a Roth IRA. Diversifying your retirement savings can really pay off down the line for some investors.
- Retirement Planning with a 403(b)Although the 401(k) retirement plan is more common, many Americans have access to a similar employer-sponsored retirement plan called a 403(b) plan. 403(b) plans are generally used for nonprofit companies or organizations, certain hospitals, public schools, state colleges and universities, and some government organizations.
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 and even overseas. 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.