Essex Capital Management is a fee-only investment management and financial planning services firm. Our mission is to help our clients make better decisions with their money. We promote financial wellness by providing personalized, objective investment advice and financial planning services.
Fee‐only means that we do not receive any commissions or referral fees nor do we sell financial products. As a Certified Financial Planner™ practitioner, this investment advisor is bound by a fiduciary standard of care and agrees to adhere to the CFP Board's principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.
Essex Capital Management will always act in the utmost good faith and perform in the best interest of its clients. We will create and implement a personalized wealth strategy that allows you to focus on leading a purposeful, fulfilling life.
P.O. Box 1118 Lynnfield, MA 01940 ~ Office: 781-595-0201 ~ Mobile: 617-460-0744