A complete list of active advisors currently associated with Flavin Financial Services, Inc.

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

Flavin Financial Services provides discretionary wealth management and retirement plan advisory to individuals, families, trusts, estates, corporations, small business owners, foundations and municipalities. Its services include ongoing financial planning, portfolio management using ETFs, mutual funds, individual stocks and bonds, co‑advisory arrangements with third‑party managers, and customized retirement plan consulting such as IPS design, vendor analysis and participant enrollment and education tracking. The firm’s investment approach emphasizes fundamental analysis—identifying companies with strong balance sheets, dependable earnings, dividend histories and competitive advantages—combined with diversification through funds when appropriate and tailored allocations tied to each client’s goals and risk tolerance. Flavin constructs and manages portfolios on a discretionary basis, may recommend and monitor sub‑advisers, and conducts regular account reviews and reporting aligned with client objectives. Noteworthy about the firm is its affiliation with an accounting practice (Flavin Nooney & Person, LLC) and that several advisory professionals are also CPA principals, creating a documented referral flow and opportunities for integrated tax and financial planning coordination. The firm also provides participant education and workshops for retirement plan clients and, on a limited basis, trusteeship/check‑signing services subject to surprise examination, features that are less common among peer team firms.

To learn more about the advisors currently working at Flavin Financial Services, 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.