A complete list of active advisors currently associated with Quabbin Advisors

Warmer can help you find a great advisor at Quabbin Advisors or one who fits your needs even better.

Quabbin Advisors provides fee‑only financial planning and investment advisory services to individuals, families, non-profit organizations, and businesses. The firm offers written financial plans, investment strategy and portfolio reviews, retirement and estate planning support, and coordination with clients’ other advisers. The firm emphasizes asset allocation and a fundamental, long‑term buy‑and‑hold approach, typically recommending diversified allocations among no‑load and low‑fee mutual funds, index funds, and ETFs tailored to each client’s objectives and risk tolerance. Portfolio review clients receive quarterly monitoring and recommendations, but the firm does not exercise discretionary trading authority and relies on clients to approve and implement recommended transactions. Distinctive features include that nearly all assets are managed on a non‑discretionary basis (the firm reports its AUM as non‑discretionary), and the firm operates as a single‑advisor, fee‑only practice without custody of client assets. The sole principal holds multiple advanced industry credentials and a life insurance license for advisory purposes, and the firm participates in Schwab Advisor Services for custody and trading support while declining commission or third‑party compensation.

To learn more about the advisors currently working at Quabbin Advisors, 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
Megan Donnelly	Amherst, MA	14

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