FAQs

Frequently Asked Questions

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.

What types of clients do you typically work with?

Individuals and Families

What is a fiduciary, and are you a fiduciary?

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.

Do you manage investments?

Yes, Cabot Financial Advisors is a Registered Investment Advisor (RIA).

We focus on diversified investments across asset classes in the US and Global markets.

What is a “fee-only” financial advisor?

We offer our services on a fee-only basis. That means that you pay a clear fee for the services we deliver. We do not accept any sales commissions for buying and selling financial products. This allows us to offer independent and unbiased advice.

Do you offer free consultations?

Yes, we offer complimentary 30 minute consultations with prospective clients. These are introductory meetings where we get to know each other, discuss objectives, and see if we are a good fit to serve you.