Fenway Financial Advisors is a fixed-fee advisor providing efficient advice for The 19%
Are You in The 19%?
The 19% are those who are playing by the rules, saving diligently for the day when their working careers end and they need to make their savings last for decades of retirement. The 19% fall between the 1% of wealthiest Americans and the 80% who have little or no savings. As their assets have grown, their financial lives have become more complex.
Sound like you? See how we can help you reach your goals.
We Provide Efficient Advice
Efficient advice is personalized financial planning based on clearly defined assumptions and goals, combined with investment strategies designed to achieve our clients’ objectives. All services are provided with a relentless focus on leveraging the inherent advantages of low costs and fees combined with appropriate risk management.
We're in Your Corner
Advisors typically charge fees based on a percentage of clients' assets. We believe in a fair fee for the work we do, but no advisor is entitled to a share of your wealth. We charge like other professionals which means more of your money continues working for you and your goals.
