The Fiduciary Standard
Comprehensive Wealth Management and Financial Planning
Our adherence to the fiduciary standard empowers us to create comprehensive wealth management and financial planning solutions for our clients, such as college planning, cash flow analysis, and retirement income analysis. Our goal is to augment your overall strategy and plan with thoughtful and unbiased counsel.
At Essex Financial, we begin this process with a totally objective perspective. This doesn’t mean you have to start over from “square one”. In most cases, we can begin by making tax-efficient adjustments to your existing portfolio. In addition, if we think you’re being well served by your current advisor, we won’t hesitate to tell you.
SHARING THE WEALTH
Giving
Convert your assets to tax-deductible donations, and provide for your loved ones.
Learn MoreHIGH-QUALITY BENEFIT PROGRAMS
Guiding YOUR BUSINESS
Business owners today face numerous challenges. There’s the overall need to be as bottom-line focused as possible, while at the same time attracting superior talent and taking care of exceptional employees.
Take Care of Your BusinessGet the retirement you've worked for
Retirement Planning
For over 25 years, Essex Financial has been a trusted provider of Advisory and Consulting services to employer-sponsored retirement plans in New England.
A trusted providerENDURING VALUES WE BRING TO LIFE
CLEAR & INDEPENDENT THINKING
There’s nothing quite as assuring in life as knowing your financial future is in good hands. With Essex Financial as your guide, this feeling of safety and soundness is something our clients come to value.
Stay in good hands