A complete list of active advisors currently associated with Abbot Financial Management, Inc.

Warmer can help you find a great advisor at Abbot Financial Management, Inc. or one who fits your needs even better.

Abbot Financial Management provides discretionary investment management, financial and estate planning, retirement plan consulting, and trustee services to individuals (including high net worth clients), families, trusts, retirement plans, and charitable organizations. The firm delivers tailored portfolio management and ongoing consulting rather than participating in wrap-fee programs. Abbot constructs customized portfolios using individual stocks, bonds, exchange-traded funds, options, and other public and private securities, with account reviews at least annually and rebalancing as needed. To implement strategies, the firm operates under discretionary authority and may employ borrowing (margin) in some separately managed accounts, a practice that is relatively uncommon among similar supported firms. The firm is a long-established SEC-registered adviser managing roughly $303 million with a compact team of advisors and serves both individual and institutional retirement-plan clients. Staff credentials include CFA charterholders, and the firm maintains formal policies on fiduciary duties, a code of ethics, personal trading oversight, and custodial reporting.

To learn more about the advisors currently working at Abbot Financial Management, Inc., 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.

You can also browse Abbot Financial Management, Inc.'s office locations.

Name	Location	Years of experience
Robert Mclemore	Pawley's Island, SC	42
Andrew Novelline	Andover, MA	23
Dennis Wassung Jr.	Andover, MA	24

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