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Lynne T Nahigyan

Advisor at Northstar Financial Companies, Inc. — Mattapoisett, MA

Updated today

Credentials

CFP®

Experience

29 years

Location

Mattapoisett, MA 02739

Northstar Financial Companies, Inc. logo

Northstar Financial Companies, Inc.

Team

Total advisors

9

Across 3 offices

Clients per advisor

56 Typical

Avg AUM per client

$1,017,751 Typical

HNW client ratio

22% Low

About

Lynne Nahigyan is a CFP® affiliated with Northstar Financial Companies, Inc., with 29 years of industry experience. She previously worked for 27 years at Seamark Financial Services, Inc. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and both discretionary and non-discretionary investment management. The firm employs a goals-based, fundamental investment approach utilizing mutual funds, ETFs, individual equities, and fixed income to align with client objectives and risk tolerances.

Client services

Based on Northstar Financial Companies, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Northstar Financial Companies, Inc.

Options & derivatives strategies Concentrated stock management Business succession planning General estate planning guidance Tax strategies for small businesses

Occupation focus

Based on Northstar Financial Companies, Inc.

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 0.75% $1,500,001 - and higher: 0.50%

Commissions

Certain Advisors licensed as independent insurance agents receive commissions for insurance products

Project-based

Previously charged for Financial Planning but changed to percentage of assets; no current hourly rate specified

Other

Account minimum: $10,000 (general minimum), $25,000 (Crabtree Asset Management portfolios and trusts/other entities) Fee-only: Investment Management fees based on asset tiers; Financial Planning fees on a percentage of assets under advisement ranging from 0.25% to 1%

Location

See office

Mattapoisett, MA

109 Fairhaven Rd, Suite F

Mattapoisett MA 02739

Advisors at this office

1

Most active in

Massachusetts

Work history

29 years of industry experience

Seamark Financial Services, Inc.

1997 - 2024 • 27 years

Mattapoisett, 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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Earle J

Series 65

Westport, MA

Boselah Investments

Earle Johnson is a financial advisor at Boselah Investments with 11 years of industry experience. He holds a Series 65 designation and has led Boselah Investments since 2014. His background includes public accounting and commercial banking. Boselah Investments provides discretionary investment management and tailored portfolio services for individuals, high-net-worth investors, businesses, and trusts. The firm employs a range of instruments and strategies, including fundamental, technical, and cyclical analysis, and conducts active trading primarily through Interactive Brokers’ platform.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Andrew M

Series 63, Series 66

Wareham, MA

First Due Financial LLC

Andrew Mc Alarney is a financial advisor with First Due Financial LLC in Wareham, MA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Outside of his advisory role, he serves as an on-call firefighter and paramedic and manages a vacation rental business through Yellow Rose Realty, LLC. First Due Financial LLC provides discretionary and non-discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment strategies tailored to clients’ goals and risk tolerance and maintains a small client roster focused on higher-touch relationships.

Equity compensation tax strategy Options & derivatives strategies Retirement income strategy Tax-loss harvesting Debt management
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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, Massachusetts. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including seven years at Anchor Capital Advisors LLC prior to founding his current firm. Pierre & Company LLC provides separately managed portfolio services primarily to individual clients, with a subset of institutional accounts. The firm employs a long-only, low-turnover investment approach that combines broad index exposure with fundamental stock selection across all market capitalizations, and it also offers treasury-management advisory services.

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

Series 63, Series 65

New Bedford, MA

Yankee Investor, LLC

Robert Sullivan is a financial advisor at Yankee Investor, LLC in New Bedford, MA, holding Series 63 and Series 65 designations with 20 years of industry experience. He previously worked at Ballow & Hutchinson Realty Group from 2015 to 2017 before joining Yankee Investor in 2017. Yankee Investor serves individuals, high-net-worth individuals, trusts, and estates primarily in Massachusetts, offering discretionary investment management alongside financial planning and consulting. The firm employs a long-term, fundamental analysis approach using low-cost mutual funds and ETFs, with personalized portfolio strategies and ongoing client communication.

Active portfolio management
user avatar

Jeffrey C

PFS™, Series 66

Falmouth, MA

Cutter Financial Group LLC

Jeffrey Cutter is a financial advisor with Cutter Financial Group LLC in Falmouth, MA, holding the PFS™ and Series 66 designations and having 19 years of industry experience. He has worked at Cutter Financial Group since 2006 and Precision Capital Management since 2015. Outside of advisory roles, he is involved in insurance and financial product sales through independent contracting arrangements. 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 portfolio management primarily through mutual funds, with additional services including income, legacy, risk management, and advanced tax planning.

Income planning Retirement income strategy Annuities General tax planning Retired Founder/Business Owner Approaching retirement
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