A complete list of active advisors currently associated with Fenway Financial Advisors, LLC

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

Fenway Financial Advisors provides personalized financial planning and investment management to individuals, trusts, estates, foundations, corporations, retirement plans, and charitable organizations. Its planning work covers cash flow, college, insurance, retirement, tax, and estate matters, and clients can implement plans through the firm’s investment management services if they choose. The firm develops written target asset allocations based on client interviews, risk tolerance, and time horizon, and manages portfolios on a non‑discretionary basis — as of December 31, 2025 it reported $247,688,831 in non‑discretionary assets and no discretionary assets. Recommended holdings generally include mutual funds, index funds, and ETFs, with stocks, bonds, options and short sales used for some clients, and the firm requires client confirmation before implementing portfolio changes. Noteworthy differences from many peers include its primary reliance on non‑discretionary management while describing the use of options and short‑sale strategies (which can involve derivatives and margin/borrowing) and its offering of educational seminars and workshops. The firm’s advisory billing is provided through fixed, hourly, or per‑diem arrangements and fixed fees per rebalancing rather than a standard percentage‑of‑AUM schedule, and it does not accept custody of client funds or authority to vote client proxies.

To learn more about the advisors currently working at Fenway Financial Advisors, 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.