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Jennifer Elizabeth Farrington

Advisor at Cutter Financial Group LLC — Falmouth, MA

Updated today

Credentials

Series 65

Experience

7 years

Location

Falmouth, MA 02540

Cutter Financial Group LLC logo

Cutter Financial Group LLC

Supported

Total advisors

3

Clients per advisor

173 Very High

Avg AUM per client

$417,104 Low

HNW client ratio

8% Very Low

About

Jennifer Farrington is a Series 65-licensed advisor with Cutter Financial Group LLC, where she has worked since 2018. She has seven years of industry experience and also serves as the Associate Director of Regulatory Affairs for Associates of Cape Cod, Inc., a consulting role she has held since 2005. Cutter Financial Group provides investment advisory and planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a risk-first investment approach focused on retirement income needs and offers services including income planning, legacy planning, risk management, and portfolio management.

Client services

Based on Cutter Financial Group LLC

Financial planning Portfolio management

Expertise

Based on Cutter Financial Group LLC

Income planning Retirement income strategy Annuities General tax planning

Occupation focus

Based on Cutter Financial Group LLC

Retired Founder/Business Owner

Demographic focus

Based on Cutter Financial Group LLC

Approaching retirement

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Fee options

Percentage

1.00% to 2.00% annually, negotiable and based on scope, complexity, and assets

Commissions

Commissions received from insurance products sold through affiliate Cutterinsure; commission amounts vary by product and carrier

Other

Minimum fee: Annual technology fee charged per account: $35 for accounts up to $49,999; $60 for $50,000 to $99,999; $100 for $100,000 and over

Location

Falmouth, MA

84 Davis Straits

Falmouth MA 02540

Advisors at this office

3

Most active in

Massachusetts

Work history

7 years of industry experience

Cutter Financial Group, LLC

2018 - Present • 8 years

E Falmouth, MA

Associates of Cape Cod, Inc

2005 - Present • 21 years

East Falmouth, MA

Disclosures

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

Business activities & affiliations

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Justin H

Series 65

Marstons Mills, MA

Starboard Wealth Management, LLC

Justin Hudock is a financial advisor at Starboard Wealth Management, LLC, an independent firm based in Marstons Mills, MA. He holds a Series 65 designation and has nine years of industry experience, including three years at Bridge Creek Capital Management LLC before joining Starboard Wealth Management in 2020. Starboard Wealth Management provides ongoing portfolio management for individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a variety of analytical methods and offers both long-term and active trading strategies, including derivatives, options, short sales, and margin transactions, tailoring allocations to client goals and risk tolerance.

Options & derivatives strategies Active portfolio management
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John W

CFP®, Series 65

Osterville, MA

Burr & Company, LLC

John Williams is a CFP®-certified financial advisor with over 21 years of industry experience. He has been with Burr & Company, LLC since 2006. The firm serves individual and trust clients by providing investment management and integrated financial planning, using a long-term, buy-and-hold investment approach focused on dividend-oriented equities and tailored fixed-income allocations. Burr & Company generally operates on a non-discretionary basis, requiring client approval prior to trade execution.

General retirement planning Cash flow / budgeting Tax-loss harvesting

Grant J

CFP®, AAMS®, EA

Vineyard Haven, MA

Vineyard Wealth Group, LLC

With over 18 years of experience in financial planning, estate management, and investment advisory services, I founded Vineyard Wealth Group to help families, individuals, and non-profits navigate their financial journeys with confidence. My approach combines personalized planning, trusted advice, and innovative strategies tailored to each client’s unique goals and values, with a particular emphasis on Social Security analysis and decision-making as a cornerstone of financial success. Prior to starting Vineyard Wealth Group, I spent nearly 14 years at Charles Schwab, managing a $15 billion complex with over 30 employees, and served as a Senior Financial Advisor at Martha's Vineyard Investment Advisors. These experiences honed my ability to deliver comprehensive and collaborative wealth management solutions. As a CERTIFIED FINANCIAL PLANNER® professional, I bring advanced expertise in asset management, estate planning, tax strategies, and Social Security planning, along with credentials as an Accredited Asset Management Specialist® and Chartered Mutual Fund Counselor®. My Six Sigma Black Belt certification further reflects my commitment to efficiency and excellence in service delivery. Beyond the numbers, I’m deeply invested in my community. I serve on the board of the Martha’s Vineyard YMCA, actively support local initiatives, and completed the 2023 Boston Marathon, raising over $8,000 for the Doug Flutie Jr. Autism Foundation. Let’s connect and explore how I can help you achieve financial clarity, optimize your Social Security decisions, and enjoy lasting peace of mind.

Social Security optimization Work/Life Balance Parents
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Christopher N

Series 63, Series 65

Mashpee, MA

Nichols Investment Advisory Services

Christopher Nichols is the principal advisor at Nichols Investment Advisory Services in Mashpee, MA, with 33 years of experience at the firm and a total of 22 years in the industry. He holds Series 63 and Series 65 licenses. Nichols Investment Advisory Services provides wealth management and retirement-focused portfolio management primarily for professionals, retirees, business owners, trustees, and small businesses, including pension plans. The firm uses modern portfolio theory with tactical asset allocation adjustments and monitors accounts quarterly, offering pension consulting and coordinating with estate and trust administrators.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Active portfolio management Retired Founder/Business Owner Doctor or Medical Professional
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Michael P

Series 63, Series 65

Marion, MA

Pierre & Company LLC

Michael Pierre is the sole advisor at Pierre & Company LLC, an independent firm based in Marion, MA. He holds Series 63 and Series 65 credentials and has nine years of industry experience, including seven years with Anchor Capital Advisors LLC prior to founding his current firm. In addition to managing client portfolios, he has made personal and partnership investments in early-stage private companies. Pierre & Company provides separately managed portfolio services primarily to individual clients, while also managing institutional assets. The firm employs a long-only, low-cost approach combining index funds with selected individual securities and fundamental research, and it offers treasury management advisory services focused on short-term fixed-income instruments.

Passive / index investing Active portfolio management Private / alternative investments
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James S

CFA®, Series 63

Falmouth, MA

Shannon Investment Management

James Shannon is a CFA® charterholder with 11 years of industry experience. He is the sole advisor at Shannon Investment Management, an independent firm based in Falmouth, MA. Prior to founding his firm, he has been affiliated with SoFi Securities LLC and Social Finance, Inc. since 2012. Shannon Investment Management provides fee-only, discretionary investment management and ongoing investment guidance to individuals, families, trusts, businesses, and nonprofit entities. The firm primarily utilizes passively managed exchange-traded funds, applying principles from modern portfolio theory and market-efficiency research to build diversified portfolios with strategic and tactical asset allocation.

Passive / index investing Private / alternative investments
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