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Scott Edward French

Advisor at French and Skloff Investment Advisors, LLC — North Andover, MA

Updated today

Credentials

None found

Experience

< 1 year

Location

North Andover, MA 01845

French and Skloff Investment Advisors, LLC logo

French and Skloff Investment Advisors, LLC

Supported

Total advisors

2

Clients per advisor

0 Very Low

Avg AUM per client

—

HNW client ratio

—

About

Scott French is the owner of French and Skloff Investment Advisors, LLC and holds experience primarily as a CPA with Giardina & French CPAs, LLC since 2011. He is also an owner and investor in Amigo Keeper LLC, a provider of bookkeeping and IT services. French and Skloff Investment Advisors is an independent asset manager serving institutional and individual clients with portfolio management and financial planning through separately managed accounts. The firm employs a value-oriented, fundamental bottom-up research process combined with top-down macro analysis, offering diversified portfolios and specialized strategies including a hedged equity product with a dynamic covered-call overlay.

Client services

Based on French and Skloff Investment Advisors, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on French and Skloff Investment Advisors, LLC

Active portfolio management Options & derivatives strategies Real estate investing

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Fee options

Percentage

$0 - $250,000: 1.25% (ETF-only approach for smaller accounts) $250,000+: 2.0% (general comprehensive portfolio management)

Performance-based

For accredited investors in equity long only and hedged portfolios: 1.0%-1.5% AUM fee combined with 20% performance-based fee, with fees and minimum investment negotiable based on portfolio size. Performance fees calculated annually based on net new profits and subject to a high-water mark.

Other

Account minimum: No minimum account size requirement stated; minimums are negotiable based on portfolio size Fee-only: Financial planning subscription fees range from $4,200 to $15,000 annually, billed monthly, depending on client income, assets, and complexity of financial situation.

Location

North Andover, MA

857 Turnpike Street

North Andover MA 01845

Advisors at this office

1

Most active in

Massachusetts

Work history

< 1 year of industry experience

Giardina & French CPAs, LLC

2011 - Present • 15 years

North Andover, MA

Disclosures

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

Business activities & affiliations

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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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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Peter K

Series 65

Marblehead, MA

Kempthorne Analytics, Inc

Peter Kempthorne is the sole advisor at Kempthorne Analytics, Inc., an independent firm based in Marblehead, MA. He holds a Series 65 designation and has 19 years of industry experience. Kempthorne has been with Kempthorne Analytics since 1992. In addition to advisory work, he is involved in academic teaching and statistical expert consulting, including university lecturing and courtroom expert testimony. Kempthorne Analytics primarily serves individual investors, as well as corporations, trusts, and retirement plans. The firm employs quantitative and statistical methods for managing equity and fixed-income portfolios using ETFs, mutual funds, and common stocks, with an emphasis on modern portfolio theory. It offers discretionary investment supervisory services through two distinct programs tailored to individual risk tolerance, combining sector-based allocation and systematic multi-model diversification. The firm also maintains commodity futures regulatory registrations and qualifications, though it does not currently trade futures.

Active portfolio management Passive / index investing
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Linda T

Series 65

Carlisle, MA

Carlisle Financial Group, LLC

Linda Taylor is a financial advisor with Carlisle Financial Group, LLC, holding a Series 65 designation and 15 years of industry experience. She previously worked at Powerhouse Assets LLC for one year. Carlisle Financial Group, LLC is a state-registered, fee-only investment adviser serving primarily individual clients with portfolio management and financial consulting. The firm emphasizes low-cost index funds and ETFs, avoids market timing and routine stock picking, and maintains a disciplined rebalancing process with a focus on mutual funds and ETFs.

Passive / index investing Tax-loss harvesting
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