McNamara Wealth Management
McNamara Wealth Management was formed with the desire to provide individuals and businesses with personalized financial strategies through objective and unbiased advice.
I believe financial planning is an ongoing process built on a relationship of trust. I want to help people achieve their goals and provide them with confidence knowing that someone is watching out for their best interests and helping guide them down the path to financial security.
In teaming with LPL Financial, the largest independent broker dealer in the nation*, I have access to an extensive range of products, services, tools, and unbiased research. I believe objective financial guidance is a fundamental need for everyone and no two people are exactly the same. In utilizing a platform without proprietary products, I focus on tailoring recommendations to you and finding the right products and services that are best for your individual needs.
As a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant, education and experience have empowered me to understand the many intricacies of the financial industry that can impact your investment strategy, tax planning, estate, insurance needs, and more.
If you are looking for an educated, independent, honest, and accessible advisor, please reach out and we can discuss how working together can benefit you.
* As reported by Financial Planning magazine, June 1996-2015, based on total revenue.
