About the Firm

McVittie Financial Advisors helps individuals, families and small businesses strive to establish financial independence in the future by planning now. When our clients leave a meeting with us, they should feel that a weight has been lifted off their shoulders and the confidence that, with our help, they have made progress toward their goals. In all of our planning, we consider our clients' quality of life more important than accumulation of assets.

Small and Independent With Access to Big Company Resources

Our planners are Registered Representatives with Osaic Wealth, Inc., a broker/dealer that caters to independent financial planners. This relationship provides our clients with access to a wide range of competitive solutions.

As a Registered Investment Advisor with the Commonwealth of Massachusetts, our firm is able to provide clients with specific investment recommendations to help them strive to achieve their goals. Our associates are also licensed with the Commonwealth of Massachusetts as insurance producers to provide life, long-term care and disability insurance when appropriate.

Unbiased Advice

Finding unbiased financial advice is not easy. At McVittie Financial Advisors we attempt to minimize bias by considering any commissions received when setting our financial planning fees.  This practice substantially reduces conflicts of interest that can arise from promoting specific products.

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