Essex Financial Advisors, LLC provides comprehensive financial planning and investment management services on a fee-only basis to individuals, families, and their closely held businesses. Our mission is to create and maintain wealth for our clients through long-term, effective asset management strategies.
We build client relationships based on trust, competent professional advice, continual communication, and prompt personal service. We assist our clients in setting financial goals, monitoring these goals, and keeping them informed of the process and achievement of these goals.
We strive to help our clients improve the quality of their lives and achieve everything that is important to them. We understand that money is merely a means to an end and not an end in itself. In that light, our primary strategy to achieve this goal is to focus on how our clients` financial activities can best allow their money to work for them. We strongly believe that a proactive, goal-oriented approach is the key to generating wealth, because without a target, there is nothing to aim for.
By providing a professional, disciplined strategy for making financial decisions, we at Essex Financial Advisors, LLC help our clients to remain focused on long-term investment trends and to ignore the short-term noise of the market.
Essex Financial Advisors, LLC is an independent, fee-only investment management and financial planning firm based in Topsfield, Massachusetts. We work with clients throughout the United States who demand objectivity without any product or sales influence. We serve individuals, families and small businesses.
Our highest priority is to create value and peace of mind for our clients by offering the following services:
- Investment Management
- Retirement Planning
- College Planning
- Asset Allocation & Portfolio Construction
- Tax Planning
- Estate Planning
- Insurance & Risk Management
We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence and security. Wealth accumulation and estate preservation includes coordinating our planning and investment management services with tax, legal, and insurance professionals.
We follow a disciplined approach to balance risk and return, and believe that educating our clients enables them to make informed decisions. For more information on our firm, we invite you to call us. We look forward to discussing your personal needs and how we might provide investment management and financial planning support to you. Through this support, we can help you achieve everything that is important to you.