Seasoned financial advisors in Vineyard Haven, MA

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.

Mark Alexander is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nine years at Investment Professionals, Inc. in the financial sector. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sarah Laird is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC for six years. In addition to her advisory role, she is an associate at Lightship Capital Management in Vineyard Haven, MA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutions and charitable organizations. The firm provides non-discretionary planning tailored to client goals and supports a large network of advisors with a range of advisory programs and institutional consulting.

Daniel Seidman is the sole advisor at Seidman Investment Portfolios in Vineyard Haven, MA, holding a Series 63 designation with 33 years of industry experience. He has led his independent firm since 1988. Outside of advisory services, he is also a licensed insurance agent and owner of an insurance agency. Seidman Investment Portfolios offers tailored portfolio management and comprehensive financial planning to individual investors, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and charitable organizations. The firm combines a long-term, low turnover investment philosophy with active tactical management, utilizing research from public and subscription sources and conducting regular account reviews.

Robert Areano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Robert earned an Associate's Degree from Massachusetts Bay College. His expertise focuses on wealth management and investment advisory services within the financial sector.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.