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Brian Francis Mclarney

Advisor at Merrimack Valley Financial Advisors, Inc. — Chelmsford, MA

Updated today

Credentials

Series 63, Series 65

Experience

34 years

Location

Chelmsford, MA 01824

Merrimack Valley Financial Advisors, Inc.

Supported

Total advisors

3

Clients per advisor

82 High

Avg AUM per client

$168,797 Very Low

HNW client ratio

4% Very Low

About

Brian Mclarney is a financial advisor with Merrimack Valley Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2003 and has been with Merrimack Valley Financial Advisors since 1998. In addition, he is president and sole shareholder of McLarney & Company, a CPA firm in Chelmsford, MA. Merrimack Valley Financial Advisors serves individual and institutional clients, including high-net-worth households and pension plans, providing discretionary portfolio management, model portfolio management, pension consulting, and comprehensive financial planning. The firm uses a client-centered process incorporating fundamental, quantitative, and qualitative research with regular portfolio reviews and rebalancing.

Client services

Based on Merrimack Valley Financial Advisors, Inc.

Financial planning Portfolio management Pension consulting

Expertise

Based on Merrimack Valley Financial Advisors, Inc.

General retirement planning Income planning

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Fee options

Fixed

Financial Planning fixed fees typically range from $500 to $2,500; fixed fees for portfolio and model portfolio management range from $500 to $5,000

Percentage

Less Than $1,000,000 - $1,000,000: 1.00% Greater than $1,000,000+: Negotiated Less Than $3,000,000 - $3,000,000: 1.00% Greater than $3,000,000+: Negotiated

Commissions

Separate commissions earned by associated persons acting as registered representatives or insurance agents, commissions are separate and distinct from advisory fees

Project-based

Financial Planning fees range from $125 to $250 per hour

Other

Minimum fee: Fixed fees ranging from $500 to $5,000 for portfolio and model portfolio management services; minimum fee of $2,500 for pension consulting services Fee-only: Financial Planning fees charged hourly ($125 to $250 per hour) or fixed fee ($500 to $2,500), fees agreed upon prior to contract

Location

Chelmsford, MA

6 Courthouse Lane, Unit 15

Chelmsford MA 01824

Advisors at this office

3

Most active in

Massachusetts · New Hampshire

Work history

34 years of industry experience

Purshe Kaplan Sterling Investments

2003 - Present • 23 years

Albany, NY

Merimack Valley Fin. Advisors

1998 - Present • 28 years

Chelmsford, MA

Mclarney & Company

1986 - Present • 40 years

Chelmsford, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quentara C

CFP®

North Andover, MA

Powwow, LLC

For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you've come to the right place. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.

Elder care planning Caretaker Gen X (Born 1965-1980)

Eric C

Series 66

Salem, NH

Sooner Private Financial LLC

Eric Cooper has spent his life building and leading. From starting his first business at 15 to founding the Sooner family of companies, he has always been driven by a singular purpose: helping people align their wealth with their values and create a life of clarity, impact, and freedom. For 14 years, Eric has navigated nearly every corner of the financial industry, banking, insurance, wealth management, business consulting, only to discover the same problem repeated everywhere: fragmented advice. Traditional firms prioritize scalability and products, leaving clients with disjointed strategies and blind spots that hold them back. Eric built Sooner Private Financial Council to change that. Acting as an integrated command center, his team brings together six essential disciplines: advanced tax planning, wealth management, income planning, risk management, estate and legal strategy, and business value acceleration. This unified approach helps purpose-driven clients break free from confusion, outgrow outdated teams, and achieve total command over their financial lives. Clients who once felt overwhelmed or uncertain experience a powerful shift: from reactive to proactive, from imposter syndrome to absolute confidence. This is the transformation Eric lives to create, turning wealth into a force that reflects who you are and what you stand for. A national champion public speaker, devoted husband, and father of five, Eric lives in New Hampshire, where he pursues wild places as a hunter, coaches youth basketball, and continues his lifelong study of leadership and building things that matter.

Private / alternative investments Business exit / sale strategy Retirement income strategy Roth conversion strategy RSUs / ISOs / NSOs
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Ali S

Series 65

Wilmington, MA

SIAHKAMARI Capital

Ali Siahkamari is the principal of Siahkamari Capital and holds a Series 65 credential. He has experience working at Fidelity Investments, JPMorgan Chase & Co, and Dell Technologies. He also has a background in quantitative development and data science and holds a Ph.D. Outside of his advisory role, he is licensed as a real estate agent, though this activity is separate from his financial advisory work. Siahkamari Capital is a state-registered investment adviser serving individuals and high-net-worth clients through discretionary portfolio management. The firm uses a combination of quantitative models and fundamental analysis to guide investment decisions and conducts quarterly account reviews with tailored portfolio strategies based on each client’s financial situation and risk tolerance.

Active portfolio management
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Newton S

Series 63, Series 65

Reading, MA

MS Financial Services, LLC

Newton Spurr is a financial advisor with MS Financial Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with MS Financial Services since 2012 and is also a partner at Spurr & Spurr, LLP, a tax and accounting firm. Spurr dedicates part of his professional time to managing tax and accounting matters through this firm. MS Financial Services, LLC provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes fundamental analysis and a long-term investment approach with customized policy statements and strategic asset allocation, managing approximately $45 million in client assets.

Wealth management
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Bradley K

Series 65

Hollis, NH

Studio Ventures and Capital Advisors, LLC

Bradley Kayton is a financial advisor with Studio Ventures and Capital Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has been with Studio Ventures since 2014 and also consults with start-up companies, providing executive management, board governance, CEO mentoring, and strategic consulting through a separate consulting firm. Studio Ventures and Capital Advisors, LLC serves family offices, high-net-worth individuals, pooled investment vehicles, and business entities by creating and managing custom private-market equity and debt funds. The firm focuses on bespoke investment programs tailored to client objectives, often emphasizing private placements and early-stage companies, and uses performance-based compensation arrangements for qualified pooled investors.

Private / alternative investments Founder/Business Owner
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Narendra K

Series 63, Series 65

Chelmsford, MA

Value Financial Services Corp.

Narendra Kapadia is the sole advisor at Value Financial Services Corp. in Chelmsford, MA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Value Financial Services since 2000 and is also the owner and president of Value Mortgage Corporation, a mortgage origination and processing business he founded in 1996. Value Financial Services provides discretionary investment management and comprehensive financial planning to individuals, high net worth persons, trusts, estates, and small businesses. The firm offers customized portfolios and employs a long-term, personalized approach with flexibility to adjust holdings based on market conditions or client objectives.

Options & derivatives strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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