Florek Financial, LLC

Florek Financial, LLC is a registered investment advisor based in Duxbury, Massachusetts, established in December 2009. The firm offers customized wealth management services, including discretionary and non-discretionary investment management, financial planning, and tax planning. As of December 31, 2024, the firm manages $431,998,000 in client assets, with a minimum annual fee of $12,000 or $3,000 per quarter. The investment strategy is primarily long-term focused, utilizing index and actively managed mutual funds, ETFs, and separate account managers. Clients have the option to place restrictions on their investments. The firm's advisors engage in personal discussions to tailor services based on client goals, risk tolerance, and financial status. Florek Financial does not charge performance-based fees and does not engage in frequent trading of securities. The firm's advisors act as fiduciaries, putting clients' best interests first. Clients have the option to grant discretionary or non-discretionary authority over their accounts. The firm's Chief Compliance Officer, Robert C. Florek, is a Certified Financial Planner and Certified Public Accountant. For further details, clients can refer to the firm's Privacy Policy, which outlines how personal information is collected, shared, and protected.