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Hingham & South Shore Financial Advisor

Tim Hayes, CRPS®, AIF®, AWMA®, CFS™, CTS™, CES™, APMA®, CAS® 

Put Your Money In the Hands of Someone Who Knows Best

Life isn’t all about money, but it is an important tool for building the life you want. And, like any tool, best results happen when skilled, experienced hands are in control of it.

For over 30 years, I have studied the financial markets, always striving to learn and adapt my knowledge to the new financial “normal” as it is continually redefined. The result: I can help you make smart investment decisions for every stage of your life, under all market conditions.

Every smart investment decision starts with listening to my clients and asking them the right questions, including:

  • What do you want out of life?
  • What are you working for?
  • What are your short-term and long-term financial goals?

Read More: Financial Planning Process

As an independent financial advisor, I have access to many financial products, including mutual funds, ETFs, stocks, bonds, and annuities, which I use to build custom portfolios, trusts, and retirement plans for people and organizations.

Read More: Services

Payment Options

  • Fee is 1% or less depending on the size and complexity of your needs.
  • Custom asset management
  • I am a fiduciary adviser
  • Works best for clients with accounts greater than $50,000 or employers with 401(k) plans

Hourly rate is ideal for clients who want financial planning, retirement planning, or wealth management advice but do not want to move their accounts.

The commission varies by product, ideal for smaller accounts (less than $50,000), Roth IRAs, and some 403b plans.

Tim Offers the Financial Tools and Expertise to Help You Build Life the Way You Like It

Over the years, you’ll likely change jobs a few times. As a result, your goals and risk tolerance will change too.

My investment ideas are only as good as their ability to keep up with you, so it all starts with getting to know you and your current investing situation. You may need your portfolio fine-tuned, or perhaps major changes are in order. Whatever the case, I’ll recommend a customized portfolio that addresses your needs and goals. And, as your financial advisor, I’ll commit to reviewing your portfolio at least once a year.

Whether you’re changing jobs, shifting gears into retirement, or already participating in an investment plan at work (401(k), 403(b), etc.), you owe it to yourself and your family to make sure you’re doing the right things at the right time.

Read More: Portfolio Management

Financial Advisor Hingham and the South Shore

I will provide expert and highly personalized financial planning, retirement planning, and wealth management when you need an independent financial advisor in the South Shore (Hingham, Scituate, Cohasset, Weymouth, Norwell, Marshfield, Plymouth, Braintree)

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