HELPING YOU NAVIGATE YOUR FINANCIAL FUTURE
We help you Envision your goals, Plan appropriately, and Act with experienced execution to pursue those goals in confidence.
MSA Financial is a Registered Investment Advisory Firm offering financial planning and asset management to individuals, families, business owners and organizations in New England and around the country.
Founded in 1997, MSA has grown through the years primarily by our clients referring their family members, friends, and coworkers – a testament to the trust and confidence they place in us.
Our mission is to partner with our clients to help them achieve their financial objectives in a prudent and thoughtful manner over their lifetime.
We are INDEPENDENT. We have access to a comprehensive range of investment options with no allegiance to any particular company or financial instrument.
We are an SEC Registered Investment Advisory Firm and require our advisors to have the CERTIFIED FINANCIAL PLANNER™ certification. In both capacities we act as a Fiduciary and therefore represent our client’s best interests at all times when providing financial advice.
Since 1997 we have managed our client’s portfolios through some challenging times. Our extensive background and expertise in managing risk allows us to create financial plans that help our clients navigate volatile markets.
Our advisors explore what’s important to you and establish a plan based on your unique circumstances.
We customize a plan to provide income throughout your retirement, carefully considering distribution strategies to ensure you don’t outlive your assets.
Our team provides a personalized investment strategy for each client, considering your financial objectives and risk tolerance.
Executives of public companies have important decisions to make regarding equity compensation. We provide strategies for exercising stock options, restricted stock, 10B5-1 plans, and concentrated stock positions.
Effective tax planning is a vital component to consider when thinking about long-term financial goals. We analyze your financial situation and devise strategies to minimize taxes.
We believe in the importance of adequately protecting one’s family and financial future. We can provide guidance and access to a wide range of insurance solutions.
It's important to plan ahead to ensure the assets you have accumulated during your lifetime pass to your beneficiaries in the manner you intended.
Given the staggering costs of higher education, planning for the funding of these future expenses is an important topic for many of our clients. Our team can help you evaluate 529 plans and other available options.
Our team works with business owners to anticipate and address potential challenges and opportunities in order to help them achieve their financial objectives.
Financial Advisor, Managing Director
Financial Advisor, Managing Partner
Financial Advisor, Partner
Financial Advisor, Senior Associate
“The secret of getting ahead is getting started.”
- Agatha Christie
“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”
- Pablo Picasso
“By failing to prepare, you are preparing to fail.”
- Benjamin Franklin
Our investment approach will properly align the market risk in each of our clients’ portfolios with their unique financial goals. Take the assessment below to see if you’re on track.