A complete list of active advisors currently associated with Successful Money Strategies Inc
Warmer can help you find a great advisor at Successful Money Strategies Inc or one who fits your needs even better.
Successful Money Strategies, Inc. provides financial planning and discretionary investment management to individuals — including high net worth clients — and to a limited number of charities, trusts, and small businesses. As of January 12, 2026 the firm reports approximately $227.1 million in assets under management and a single investment advisor serving 273 client accounts. The firm implements custom asset-allocation models and typically invests in no-load mutual funds, Treasury bonds and negotiable CDs, with trading frequency described as about 2–3 transactions per year depending on the model. Client relationships are tailored through written investment policy statements and formal financial plans, and accounts are custodied primarily at Charles Schwab, where the firm accesses institutional trading and back-office support. Distinctive features include the concentration of assets and a very high client-to-advisor ratio for a supported firm, which may affect service dynamics compared with peers. The ADV also notes a recent update regarding certain investment adviser representatives no longer being licensed insurance agents — reflecting past or adjacent insurance activity — and the firm discloses the use of client testimonials in its marketing materials, a practice uncommon among similar advisers.
To learn more about the advisors currently working at Successful Money Strategies 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 |
|---|---|---|
Fall River, MA
| 21
|
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