508-277-5847 [email protected]

Over the years, you’ll likely change jobs a few times. 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.

Social Security When Should You Start Taking It?

Don’t know what kind of investment to make?​

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?

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.

A top independent broker-dealer

Cambridge Investment Research is an independent broker-dealer for financial professionals dedicated to offering objective investment advice to clients. Investment advisory services are offered through Cambridge Investment Research Advisors, Inc., a federally registered investment advisor.

Cambridge Investment Research

Cambridge is fully devoted to four core values: integrity, commitment, flexibility, and kindness.

Financial Advisor Hopkinton

Not sure which retirement plan is best for you?

I build and manage retirement accounts for individuals with IRAs, Massachusetts public-school teachers with 403(b) accounts, and self-employed business owners for whom I design and manage SIMPLE, Solo 401(k) plans, and SEP Plans.

I also help employers to improve their 401(k) plans.

If you’re concerned about your financial future, let’s talk