A complete list of active advisors currently associated with Flagship Wealth Advisors, LLC.

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

Flagship Wealth Advisors, LLC provides investment advice and financial planning to individuals (including high‑net‑worth clients), trusts, estates, corporations and employer retirement plans. The firm offers portfolio management, retirement plan consulting, financial planning, and access to wrap and model portfolio programs through its Vision2020 Wealth Management platform. The firm’s investment process emphasizes asset allocation and diversified exposure to mutual funds, ETFs and, where appropriate, variable annuity sub‑accounts, with ongoing portfolio supervision and quarterly reviews; it also engages unaffiliated independent managers for some mandates. Flagship uses third‑party planning and reporting tools (eMoney), treats cash as an asset class, and discloses controlled use of AI tools under its internal policy and client direction for ESG considerations. Flagship is notable among peers for its other industry affiliations: the firm has a connection to an accounting practice (Facchetti and Facchetti) and several advisors are dually registered as representatives of Osaic Wealth, with custodial relationships through Osaic/Pershing. These arrangements provide integrated service options but also create potential conflicts of interest—such as commission‑based product recommendations, receipt of non‑transaction support from custodians, and a disclosed forgivable loan to a firm principal from the recommended broker‑dealer—that clients should weigh when considering the firm’s recommendations.

To learn more about the advisors currently working at Flagship Wealth 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.