A complete list of active advisors currently associated with Queenvest

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

Queenvest is an independent registered investment adviser that manages about $10.6 million for 34 clients, serving individuals, high‑net‑worth clients and small businesses. The firm provides comprehensive financial planning, discretionary portfolio management, and consulting for employer‑sponsored retirement plans. Queenvest constructs diversified portfolios grounded in Modern Portfolio Theory and conducts periodic reviews and client meetings to align allocations with stated objectives and risk tolerance. It combines in‑house management with access to third‑party managers and tailors engagements through planning‑only, investment management, or combined planning‑and‑management arrangements. The firm’s practice includes several features that are less common among peers: it offers employer plan (pension) consulting and participant education, runs public or sponsor‑funded financial education workshops, and uses client testimonials in its advertising. The principal is a CFA charterholder who also holds an insurance license used for client education (not commission‑based), and Queenvest works with custodial platforms and an unaffiliated sub‑advisor to implement strategies.

To learn more about the advisors currently working at Queenvest, 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
Ruzanna Queenan	Beverly, MA	8

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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