Welcome to Essex Capital Management, a fee-only, Massachusetts Registered Investment Advisory firm providing comprehensive financial planning and portfolio management services.
Our mission, quite simply, is to help clients make better decisions with their money. Together, we will create and implement a personalized wealth strategy that allows you to focus on achieving your goals and leading a purposeful, fulfilling life.
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, we will always act in a fiduciary capacity by putting your needs and goals first. We adhere to the CFP Board's principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.
P.O. Box 1118 Lynnfield, MA 01940 ~ Office: 781-595-0201 ~ Mobile: 617-460-0744