A complete list of active advisors currently associated with New England Schooner, Inc.
Warmer can help you find a great advisor at New England Schooner, Inc. or one who fits your needs even better.
New England Schooner, Inc. offers portfolio management, financial planning, and pension consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. As of December 31, 2025 the firm reported approximately $165.2 million in discretionary assets under management and serves roughly 320 client accounts with a four-person advisory team. The firm’s investment process is grounded in fundamental analysis and tailored asset-allocation strategies using mutual funds, exchange-traded funds, equities, options, and fixed income instruments, with periodic rebalancing and limited discretionary authority that requires client consultation before implementing new allocations. Financial planning is integrated into client work (financial plans are provided free to existing clients), and pension consulting includes written investment policy statements, selection and monitoring of investment vehicles, and participant education for self-directed plans. Distinctive operational disclosures include a recent amendment addressing Artificial Intelligence risk and the firm’s use of AI tools for certain services and meeting transcriptions, with an opt-out option for clients; NES also describes potential conflicts from dual registrations, noting that certain personnel are registered representatives of Osaic Wealth Inc. and licensed insurance agents and that some receive promissory notes or special compensation that may create incentives to use affiliated brokerage or insurance products. The brochure further discloses platform and custodial relationships (including services from Pershing/Osaic) that provide technology and research benefits to the firm.
To learn more about the advisors currently working at New England Schooner, 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.
Name |
Location |
Years of experience |
|---|---|---|
Peabody, MA
| 5
| |
Peabody, MA
| 40
| |
Peabody, MA
| 19
| |
Peabody, MA
| 31
|
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