A complete list of active advisors currently associated with Essex Capital Management
Warmer can help you find a great advisor at Essex Capital Management or one who fits your needs even better.
Essex Capital Management is a fee-only, registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, charitable organizations, and business entities. The firm offers ongoing investment management, hourly or flat-fee financial planning and consultation, and may conduct group educational workshops for employee or community groups. The firm constructs client-specific Investment Policy Statements and emphasizes asset allocation, diversified exposure through mutual funds, ETFs, individual securities and non‑correlating assets, and periodic rebalancing guided by both fundamental and technical analysis. Client engagements begin with a financial wellness review and risk/tolerance questionnaires, and accounts receive regular monitoring with monthly/quarterly reporting and at least an annual portfolio review. Compared with many peers, the brochure notes the firm conducts educational workshops and may impose a fee (often paid by a sponsoring employer or group), and it participates in an institutional custodial platform and Model Marketplace (Altruist) that provides technology and model access as well as support services tied to platform asset thresholds—an arrangement the firm discloses as creating a potential conflict of interest. The firm also documents specific privacy and cybersecurity practices, including a Written Information Security Program and the limited use of AI tools (Hazel AI) under stated “zero data retention” protocols.
To learn more about the advisors currently working at Essex Capital 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 |
|---|---|---|
Lynn, MA
| 18
|
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