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Schedule a Call With a Darrow Wealth Advisor

Before scheduling a call, please take a moment to make sure we’re a good fit:

You’re looking for ongoing investment management and financial planning, not isolated event-based advice.
You have or will have at least $2M in investable assets. While proceeds from an upcoming liquidity event can count toward this threshold, pre-liquidity equity valuations must typically be $5M or more due to taxes, the diversification timeline, and other factors (assuming no other significant investable assets).

If that sounds like you, we’d love to talk.

Request a Consultation with Kristin McKenna, CFP®

We do not accept guest blog posts and are unable to offer internships. No sales inquiries, please.

We don’t need to be near you to help you!

Darrow Wealth Management is an independent, fee-only wealth management firm with offices in Boston, MA and Needham, MA and serving clients across the U.S.

¹ Investable assets include: cash proceeds from a stock sale, IRAs, old 401(k) or 403(b) plans, brokerage accounts, trust accounts, concentrated stock positions (without transfer restrictions), other cash for investment, and retirement plans with your longtime employer. Anticipated proceeds from an upcoming liquidity event may also qualify for our investment minimum.