A complete list of active advisors currently associated with Needham Advisory Corporation

Warmer can help you find a great advisor at Needham Advisory Corporation or one who fits your needs even better.

Needham Advisory Corporation provides personalized investment management and financial counseling to individuals (including high-net-worth clients), trusts, retirement plans, endowments, and other entities. The firm is fee-only and offers portfolio management, comprehensive financial planning, hourly consultation services, and can serve as trustee or co‑trustee when requested. The firm’s investment process uses fundamental analysis supplemented by proprietary relative-value and intrinsic-value assessments and technical review to build risk‑managed equity, fixed-income, and balanced portfolios tailored to client objectives. Accounts are monitored on an ongoing asset-by-asset basis and reviewed quarterly, with most client relationships managed on a discretionary basis unless the client specifies limitations. Compared with many peers, Needham Advisory operates with a compact, long-established advisory team managing roughly $102 million and a relatively high proportion of discretionary accounts. It also offers a few less-common features for a firm of its size — including model portfolios designed to provide indirect exposure to the cryptocurrency ecosystem via publicly traded companies and ETFs, explicit treatment of cash as an asset class in portfolio construction and fee calculations, and the availability of both limited hourly consultations and standalone financial planning engagements.

To learn more about the advisors currently working at Needham Advisory Corporation, 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.