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Fee Only Advisor

Essex Financial Advisors, located on the North Shore of Boston, provides comprehensive financial planning and investment management services on a fee-only basis to individuals, families, and their closely held businesses. Our mission is ...
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David E. Bunker

David Bunker, Essex AdvisorsDavid E. Bunker is a Registered Investment Advisor who founded EFA in 1997. He holds a Master’s Degree in Finance from Bentley University in Waltham, Massachusetts.
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A Word From EFA

The 4th Quarter ends well …

Topping off a strong 2017.Happy 2018!  It has already gotten our attention with snow and frigid temperatures.  I think 2017 surprised most of the experts with its strong stock market returns and overall financial health.  The S&P 500 was up 6.64% … Read More

Good investment advice comes from good financial planning.

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Planning for College

Essex Advisors

"My education was interrupted only by my schooling." Winston Churchill

There are a few options for college savings plans that will yield a positive return.
  • With college tuition costs rising faster than inflation, investing in stocks is a great way to save for future college costs. Even a modest savings over time will be helpful.
  • Another 529 Savings plans are another great way to save for school expenses and they offer tax breaks as well.

Recent Posts from EFA

  • The 4th Quarter ends well …
  • Q2 Summary: Low Inflation and Global Expansion
  • A Glance Back at 2016
  • 3rd Quarter Market Summary
  • Brexit & The World Market vs. Your Portfolio

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