Andover, MA Office
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Westminster Financial Advisory Corp
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About
Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals and families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm engages prospective clients through a pre-advisory consultation and offers comprehensive advice that can include retirement planning, insurance reviews, and 401(k) recommendations alongside portfolio management.
The firm’s investment approach centers on strategic asset allocation across multiple asset classes with tactical overlays informed by cyclical economic, interest rate, and market analysis. It primarily employs a buy-and-hold framework with periodic rebalancing, discretionary trading authority, and occasional use of option strategies such as covered calls and cash- or naked-put positions to enhance or hedge portfolios.
Westminster is part of a broader Westminster Financial Companies group and discloses affiliated broker-dealer and insurance activities: it uses Westminster Financial Securities, Inc. for brokerage and Westminster Financial Agencies, Inc. for insurance, and some investment adviser representatives are also registered representatives who may receive commissions or trailing compensation. The firm also maintains a contractual arrangement with a major clearing custodian that includes upfront and ongoing payments and potential termination fees, which the brochure identifies as creating incentives to maintain custody and certain product holdings.
Based on Westminster Financial Advisory Corp
Expertise
Based on Westminster Financial Advisory Corp
Occupation focus
Based on Westminster Financial Advisory Corp
Demographic focus
Based on Westminster Financial Advisory Corp
Location
166 N. Main Street, Ste 7 A
Andover MA 01810
Advisors at this office
2
Advisors at this office
Thomas L
Series 63, Series 65, Series 66
Andover, MA
Westminster Financial Advisory Corp
Thomas Labrie is a financial advisor with Westminster Financial Advisory Corp in Andover, MA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining Westminster Financial Securities in 2018. Labrie is also licensed as an insurance agent offering accident/health, disability, long-term care, life settlements, and traditional life insurance products. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes diversified, multi-asset class portfolio management with a buy-and-hold strategy complemented by tactical adjustments and employs a range of investment instruments including mutual funds, ETFs, and options.
Robert C
Series 66
Andover, MA
Westminster Financial Advisory Corp
Robert Caron is a financial advisor with Westminster Financial Advisory Corporation, holding a Series 66 designation and 23 years of industry experience. He has been with Westminster Financial Advisory Corporation and its affiliated broker-dealer since 2010. Outside of his advisory role, he serves as a JV hockey coach at Haverhill High School during the hockey season. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy complemented by tactical adjustments based on economic or market conditions.
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