A complete list of active advisors currently associated with Access Investment Management

Warmer can help you find a great advisor at Access Investment Management or one who fits your needs even better.

Access Investment Management, Inc. provides fiduciary investment advisory services to individuals, families, businesses, institutional clients and pooled investment vehicles. Its service offerings include goal‑based financial planning and both discretionary and non‑discretionary portfolio management, and the firm serves as investment manager to an affiliated pooled real estate vehicle, Access Real Estate Fund I LLC. The firm applies fundamental analysis and may construct portfolios using ETFs, mutual funds, fixed‑income securities, selectively chosen individual securities, and interests in pooled investment vehicles and real estate investments; advice is tailored to each client’s objectives, risk tolerance, time horizon, and liquidity needs. Portfolio management engagements may involve ongoing monitoring, and the firm discloses asset‑based advisory billing while stating it does not receive performance‑based compensation. What distinguishes Access is the integration of advisory and real estate activities: the firm manages an affiliated real estate fund and has related entities that provide property management, construction oversight, and a technology/investment platform for real estate investments, and the firm’s principal also maintains a licensed real estate brokerage affiliation. Those roles result in management and custodial authority over the fund’s cash and potential conflicts of interest, which the firm discloses and says it addresses through written agreements, approval procedures, and its fiduciary obligations.

To learn more about the advisors currently working at Access Investment Management, 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
Dionysios Kaskarelis	Melrose, MA	0

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support