A complete list of active advisors currently associated with 93 Financial Group, LLC

Warmer can help you find a great advisor at 93 Financial Group, LLC or one who fits your needs even better.

93 Financial Group is an SEC‑registered investment adviser and licensed insurance agency that advises individuals, families, business owners, trusts and estates on financial planning, retirement planning, discretionary investment management, and insurance products. The firm manages approximately $899.7 million on a discretionary basis and serves about 1,175 clients through a five‑advisor team, producing a client load that exceeds 200 clients per advisor. The firm describes a traditional, one‑on‑one service model that tailors portfolios primarily using mutual funds and exchange‑traded funds, employing fundamental analysis and a long‑term investment horizon. 93 Financial conducts ongoing monitoring with at least quarterly reviews and incorporates hypothetical growth projections into its retirement planning work. Distinctive aspects of 93 Financial include its continued operation as a licensed insurance agency—certain supervised persons sell insurance products and may receive commissions, and insurance sales consume about ten percent of staff time—and its relatively high client‑to‑advisor ratio. The use of hypothetical performance/projections in client planning materials, combined with the firm’s integrated advisory and insurance activities, are features that are less common among peer team firms and may affect client communications and potential conflicts of interest.

To learn more about the advisors currently working at 93 Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Baker	Woburn, MA	23
James Welch	Woburn, MA	18
John Welch	Woburn, MA	23
Lawrence Welch	Woburn, MA	27
Paul Welch	Woburn, MA	28

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