Trust and Transparency
Darrow Wealth Management is proud to be an independent, fee-only, fiduciary investment advisor.
Fee-Only Wealth Management
Our clients want to work with an advisor – not a salesperson. As a registered investment advisor and fee-only wealth management firm, we do not sell securities, investment products, or receive any commissions.
As a registered investment advisor, we have a fiduciary 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.
As an independent wealth management firm, we don’t have allegiances to any fund family. Further, there’s no parent company setting sales quotas for our advisors. As a fee-only money manager, our advisors don’t sell products or receive commissions.
Independence also matters when a client is in need of other services, such as life insurance or banking. We make unpaid referrals to outside professionals and always strive to find the best fit for the client’s situation and needs.
Visit our FAQ page to learn more about our fees and how we work with clients.
About Darrow Wealth Management
In 1987, Tom McFarland started Darrow Wealth Management to provide hard working professionals in the community an alternative to the impersonal nature of working with a big firm. From the beginning, Tom has always believed in the power and importance of relationships. Over 30 years later, this people-centric focus has resulted in many decades-long relationships with the firm’s clients and the advisory team.
Michelle Wells started at Darrow in 1988, working her way up to be Darrow’s longtime Portfolio Manager and the firm’s only CFA® charterholder. Kristin (McFarland) McKenna, Tom’s daughter, later joined the team of wealth advisors and now the firm’s Managing Director. John LeVangie recently joined the firm, adding tax and law to Darrow’s robust planning capabilities.
Much of our long-term success can be attributed to our approach to client relationships. We get to know our clients very well. And as a Darrow client, we aim to provide honest and thoughtful personal financial advice unique to your situation. Through a disciplined and transparent approach to investing, we wish to simplify your life so you can go out and live it.
Learn more about our team of advisors.