North Andover, MA Andover Bypass Street Office

Team
Updated today
Hightower Advisors logo

Hightower Advisors

Enterprise

Firm-wide stats for Hightower Advisors

Total advisors

1,053

Across 230 offices

Clients per advisor

60 Typical

Avg AUM per client

$2,848,795 Very High

HNW client ratio

46% Very High

About

Hightower provides investment advisory and planning services to a broad mix of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, trusts, registered and private pooled investment vehicles, insurance companies and other financial institutions. These services are delivered through its network of Advisor Practices and include discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting and access to pooled vehicles and private funds as described in the Form ADV.

The firm’s advisory model emphasizes manager selection and multi-manager solutions: Advisors may use Affiliated Managers (including Hightower’s Investment Solutions and the Hightower One program) and Third Party Managers, and Hightower discloses the use of proprietary research (including NEPC) and portfolio construction that can include mutual funds, ETFs, alternative investments and custom/direct indexing. The ADV also details operational features of the programs (monitoring, rebalancing and home-office trading for Hightower One) and discusses investment considerations for international and non‑U.S. exposure, tax-managed strategies and use of margin when appropriate.

Compared with many peers, the brochure highlights several less-common attributes: Hightower’s affiliated broker‑dealer, Hightower Securities, receives placement, distribution and other transaction-related compensation for certain products (including alternative investments and insurance), and the firm discloses commission-related activities and revenue-sharing arrangements. The ADV further shows experience with large pooled and institutional mandates (including sub-advisory and co-advisory roles for private funds) and describes managing cross-border exposures and related country/currency risks, which aligns with the firm’s disclosure of a notable non‑U.S. client presence and relationships with large institutional investors.

Based on Hightower Advisors

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Based on Hightower Advisors

Occupation focus

Founder/Business Owner Executive

Based on Hightower Advisors

Location

100 Andover Bypass Street, Suite 201

North Andover MA 01845

Advisors at this office

8

Advisors at this office

user avatar

Benjamin D

Series 63, Series 65

North Andover, MA

Hightower Advisors

Benjamin Duchano is a financial advisor at Hightower Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Colony Group, LLC, Citizens Securities, and Citizens Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Theo K

CFA®

North Andover, MA

Hightower Advisors

Theo Kalantzakos is a CFA® charterholder currently affiliated with Hightower Advisors. He has prior experience at Boston Hill Advisors and NEIRG Wealth Management, as well as a background as a full-time student at the University of Massachusetts, Amherst. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm supports a variety of strategies and offers operational features such as monitoring, rebalancing, and home-office trading.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Scott B

CFP®, CFA®, Series 65

North Andover, MA

Hightower Advisors

Scott Brown is a financial advisor with Hightower Advisors in North Andover, MA. He holds the CFP®, CFA®, and Series 65 credentials and has 13 years of industry experience. Prior to joining Hightower Advisors in 2023, he spent 10 years with Boston Hill Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with access to a broad range of investment vehicles and portfolio construction strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Stephen C

CFP®

North Andover, MA

Hightower Advisors

Stephen Curran is a CFP® professional with 17 years of industry experience. He has been with Hightower Advisors since 2023 and previously worked at Boston Hill Advisors, LLC for 14 years. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, offering a range of portfolio management, financial planning, and retirement consulting services through its extensive network of advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Marybeth B

CFP®, Series 65

North Andover, MA

Hightower Advisors

Marybeth Breed is a CFP® and Series 65 credentialed advisor with 21 years of industry experience. She has worked at Hightower Advisors since 2023 and previously spent 12 years at Boston Hill Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a range of portfolio construction options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Michael E

CFA®, Series 63

North Andover, MA

Hightower Advisors

Michael Edwards is a CFA® charterholder with 21 years of industry experience. He is currently a financial advisor with Hightower Advisors and previously worked at Municrest Investment Management Company, LLC and Boston Hill Advisors, Inc. Outside of his advisory role, he serves as an editor for the New Hampshire sections of an internet-based magazine focused on outdoor sports. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, employing a manager selection and multi-manager approach that includes both affiliated and third-party managers across various investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Joseph H

CFP®, Series 63, Series 65

North Andover, MA

Hightower Advisors

Joseph Hayes is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to that, he spent 11 years at Boston Hill Advisors, LLC. He also has a background in brokerage, life, and health sales dating back to 1995. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm's approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research to build customized portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Eileen C

Series 65

North Andover, MA

Hightower Advisors

Eileen Currie is a financial advisor at Hightower Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Boston Hill Advisors, LLC and Arbella Insurance Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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