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

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

McNamara Financial Services provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, trusts, endowments, businesses and other entities. The firm constructs diversified portfolios primarily using low‑cost mutual funds and ETFs, and may also incorporate individual stocks, bonds, REITs or private fund placements and offers reporting on outside accounts via limited power of attorney arrangements. The firm’s investment process emphasizes Modern Portfolio Theory and strategic asset allocation with a tactical component, with a long‑term orientation and periodic rebalancing tailored to each client’s goals and risk tolerance. It uses institutional custody and third‑party technology and reporting tools to support portfolio monitoring and client reporting and to facilitate operational scale. McNamara manages roughly $798 million for about 928 clients with a four‑advisor team, which results in a client‑per‑advisor load that is uncommon among similar team firms and suggests reliance on standardized processes and technology to serve a larger client base. The firm also maintains a history of public outreach — including regularly produced radio programs and seminars — an atypical ongoing communication and education channel relative to many peers.

To learn more about the advisors currently working at McNamara 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.