A complete list of active advisors currently associated with Seven Hills Financial, LLC

Warmer can help you find a great advisor at Seven Hills Financial, LLC or one who fits your needs even better.

Seven Hills Financial, LLC is a fee‑only, SEC‑registered investment adviser that serves individuals and families, high‑net‑worth clients, and a range of entities including family offices, foundations, and small businesses. The firm offers discretionary portfolio management alongside financial life planning and business/corporate planning services. The firm’s investment work is built around asset allocation and modern portfolio theory, using mutual funds, ETFs and occasional individual securities, and combines fundamental and technical analysis to manage long‑term risk and return. Seven Hills manages its reported assets on a discretionary basis and provides written investment policy statements, ongoing monitoring, and periodic reviews to keep accounts aligned with client objectives; the brochure discloses no third‑party portfolio manager assets. Notable aspects that differentiate the firm include principals who are state‑licensed insurance agents able to provide fee‑based insurance analysis (a relationship the brochure highlights and discloses as a potential conflict), and a broader advisory scope that explicitly includes business continuity, key‑man policies, employee benefits and pension consulting in addition to personal financial planning. The firm custodians client assets with Charles Schwab, discloses receiving certain institutional services from that custodian, and deducts advisory fees directly from client accounts, matters clients may wish to weigh when evaluating the relationship.

To learn more about the advisors currently working at Seven Hills Financial, LLC, 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.