We are an independent SEC-registered investment advisor and financial planning firm founded in 2001. From our main office just outside of Boston, in the classic New England town of Westborough, Massachusetts, we serve a diverse clientele throughout the country.
When you’re choosing a financial advisory firm, we know it comes down to trust – in a company and its people. At Finivi we strive to earn that trust in every aspect of our business. As fiduciaries, we always put our client’s interests ahead of our own. It’s not only a legal and moral obligation; it’s just who we are, as a firm, and as individuals.
We thrive on showing our clients what’s possible in their life by making more purposeful financial and investment decisions. And part of why so many of our clients stay with us year after year is because, like them, we believe the true measure of success in life is much more than what you have, or what you own.
We believe operating a sustainable wealth management firm is not just about offering socially responsible investment options for our clients, it’s about applying a framework to decision-making that ensures sustainability is an integral part of who we are and what we do each day. It’s about balancing profits, people and planet. It’s about encouraging community involvement and giving back.
At Finivi our Core Values guide every action we take as individuals and as a firm. They determine how we serve clients, reward and hire employees, and make strategic decisions.
As fiduciaries, we put our clients’ best interests ahead of our own. We know that trust must be built over time and can be lost in an instant. We are ethical, honest, and worthy of the trust placed in us as individuals and as a firm. We foster a work ethic that is thorough, responsible, accountable, loyal, and dependable.
We communicate with openness, clarity, honesty and thoughtfulness always – with ourselves, with our clients, and with our stakeholders.
Our primary asset is our people. The solutions we deliver are the sum of our collective talents, and we believe the best results stem from integrating a mix of perspectives, knowledge, and experiences.
We want everyone in our firm to feel involved, heard, and appreciated as an important member of our team. We are supportive, positive, and caring, seeking to create an enjoyable work environment.
We do what is right, we hold ourselves accountable for what we do and say, and we confront reality, even when it’s hard. We behave in a way that earns the trust and respect of our clients and co-workers and enhances the reputation of our firm.
We respect our clients’ privacy and take great care in safeguarding personal information that has been entrusted to us. We focus on finding solutions and achieving results.
We provide a warm and welcoming professional experience to everyone we serve. We are focused and committed to excellence and maintaining high standards in all that we do.
We are committed to getting better every day as individuals and as a firm. We respond to the requests of others in a timely, professional manner. We encourage involvement in professional organizations and contributions to our industry.
What brought you to our website is most likely a specific financial concern you have. You may be going through a life-changing event that you need some financial guidance with, the desire to get a “second opinion” on how your current investment portfolio is being managed, or maybe like many who visit our site, you simply want to learn how to maximize the financial resources you have, to live the life that you want. Whatever the reason is that brought you here, we are glad you stopped by and look forward to helping you get on the right path to a more confident future.Schedule a Consultation >>
Fun Facts About Me
When he is not researching the next great stock to add to client portfolios, you can find him travelling frequently with his family to Jackson Hole Wyoming.