Personalized planning for your financial goals
You are an individual who doesn’t just jump to conclusions. Your decisions are carefully weighed and deliberated with cautious consideration.
When seeking financial advice, you seek a counterpart who is equally as deliberate in delivering carefully measured guidance.
As a fee only, independent registered investment advisor, we are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities. Our objective is to serve as your trusted financial partner – to help you arrive at the informed decisions you value, and enjoy the confidence in knowing that every financial matter is fully addressed. As a fiduciary, we act solely in your best interest and provide you the highest standard of care.
COMPREHENSIVE PLANNING
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Sustainable Investing
Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria, is becoming a much sought-after strategy in the financial industry. Whether implemented through socially responsible investing (SRI) screening, ESG integration or impact investing, sustainable investing offers a growing number of options for investors interested in pursuing goals beyond financial growth when building their portfolios.
Information & insight
Rate Changes Don’t Have to Derail Your Retirement Plans
Weekly Market Snapshot
Weekly Market Guide
Weekly Investment Strategy

- Flying Point Financial: 855 Turnpike St North Andover, MA 01845-6143
- T: 978.975.3000
- F: 978.975.3323
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This website is for informational purposes only and does not constitute a complete description of our services. No information contained on this website constitutes tax, legal, insurance or investment advice.
This website should not be considered a solicitation, offer or recommendation for the purchase or sale of any securities or other financial products and services discussed herein. Viewers of this website will not be considered clients of Flying Point Financial just by virtue of access to this website.
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