Cabot Financial Advisors
Your long-term partner in Financial Planning and Wealth Management.
Expert financial solutions, uniquely tailored to your needs.
Customized Solutions
We offer tailored strategies designed to meet the unique needs and goals of each client.
Fiduciary Standard
A fiduciary standard means that a financial advisor is legally and ethically required to act in their client’s best interests at all times. We are fiduciaries, and our clients come first.
Independent & Unbiased
We provide objective financial guidance, free from external pressures or conflicts of interest. We work solely for the benefit of our clients.
Fee-Only Advice
We do not receive 3rd-party product commissions. This model helps ensure that our recommendations are unbiased and focused entirely on your best interests.
Our Services
Investment Advice
Retirement Planning
Saving for Education
"Planning is bringing the future into the present so you can do something about it now."
- Alan Lakein
Take Charge of Your Financial Picture Today.
FAQs
Financial planning is a collaborative process that helps clients meet their financial goals. We will work to understand your current financial situation, and develop strategies to help you meet your short and long-term objectives.
Individuals and Families
A fiduciary is legally required to put the interests of their clients ahead of their own.
We proudly uphold a fiduciary standard. Our clients come first.
Yes, Cabot Financial Advisors is a Registered Investment Advisor (RIA).
We focus on diversified investments across asset classes in the US and Global markets.