Pallas Capital Advisors, LLC is a financial advisory firm based in Braintree, Massachusetts. It currently has approximately $2,283,471,370 of assets under management and employs about 22 people. Pallas Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

MG Financial, LLC, established in 1996, specializes in providing advisory services to high net worth individuals, families, and affiliated trusts or foundations. Their services include asset allocation, manager selection, charitable and family gift strategies, estate and income tax planning. The firm focuses on developing, implementing, monitoring, and evaluating long-term financial strategies tailored to each client's needs. MG Financial oversees asset allocation and investment management for clients, providing ongoing and comprehensive financial planning advice. Clients receive quarterly reports customized to their needs. The firm charges fees based on client assets under advisement, fixed fees, or hourly rates. Asset-based fees start at 0.45% on the first $5,000,000 and may vary based on asset size. MG Financial has discretion over client assets and may invest in separately managed accounts or pooled vehicles. The firm conducts thorough analysis for asset allocation and manager selection, using fundamental and technical analysis. MG Financial has no disciplinary events, and the principals have clean records. The firm's Code of Ethics ensures integrity, competence, and ethical conduct. MG Financial maintains custody of client funds with qualified custodians and conducts annual audits. The firm's privacy policy ensures the confidentiality and security of client information.

Msa Financial is a financial advisory firm based in Braintree, Massachusetts. It currently has approximately $1,002,507,241 of assets under management and employs about 19 people. Msa Financial uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Peddock Capital Advisors, LLC is a financial advisory firm based in Braintree, Massachusetts. It currently has approximately $480,024,197 of assets under management and employs about 7 people. Peddock Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Compass Capital Corporation is an SEC Registered Investment Advisor founded in 1984, offering personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm specializes in fee-only financial planning and investment management, without receiving commissions for selling various financial products. Clients have full control over their assets, with trades executed under a limited power of attorney. The firm provides tailored relationships based on client goals and objectives, offering services such as financial planning, investment management, tax planning, retirement planning, and estate planning. Investment strategies are based on asset allocation and efficient frontier portfolio optimization, with a focus on risk management. Clients are advised on potential investment risks, including interest-rate risk, market risk, inflation risk, and liquidity risk. The firm does not engage in performance-based fees and acts as a fiduciary when providing retirement account rollover advice. The professionals at Compass Capital Corporation hold various certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), ensuring high standards of expertise and professionalism in financial planning and investment management.

Little House Capital, LLC is a registered investment advisor based in Braintree, MA, founded in November 2017 by Robert Stimson. The firm offers investment advisory services to individuals, high net worth individuals, trusts, institutions, foundations, endowments, and retirement plans. Little House Capital acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment advisory solutions, including discretionary investment management and related advisory services. Investment portfolios consist of individual stocks, bonds, mutual funds, and ETFs, with a long-term focus but may involve short-term adjustments based on client objectives or market conditions. The firm also offers wealth management services, financial and retirement planning, tax planning, estate planning, and trustee services. Fees for investment management services are based on a tiered schedule, while financial planning services are offered on an hourly or fixed fee basis. Little House Capital does not charge performance-based fees and does not receive compensation from product sponsors or third parties. The firm has a privacy policy in place to protect clients' personal information and maintains a commitment to transparency and client service.

Kelly Financial Services LLC, established in 2004, is a fee-based registered investment advisor based in Braintree, Massachusetts. The firm specializes in providing wealth management services to individual and high net-worth clients, managing investment portfolios based on specific objectives and goals. Clients' accounts are typically managed on a discretionary basis, with the firm offering financial planning services based on hourly or monthly rates. Kelly Financial Services may recommend fixed index annuities and insurance products, with advisors also licensed as insurance agents. The firm's investment strategies focus on income and capital growth while preserving capital, tailored to clients nearing or in retirement. Kelly Financial Services does not charge performance-based fees and exercises discretionary trading authority for most client accounts. The firm does not vote proxies on behalf of clients and does not have custody of client assets, except for limited authority to debit advisory fees. Clients receive account statements directly from the custodian. Kelly Financial Services has a Code of Ethics in place to ensure high ethical standards and compliance with laws and regulations. The firm does not receive compensation for client referrals and does not engage in soft dollar arrangements. Clients are encouraged to review their account statements and are provided with annual reports on account performance. The firm has a Business Continuity Plan in place to ensure the resumption of business operations in case of a major disruption.

U.s. Financial Advisors is a financial advisory firm based in Braintree, Massachusetts. It currently has approximately $295,797,521 of assets under management and employs about 14 people. U.s. Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Genesis Wealth Advisors, LLC is a registered investment advisor established in Braintree, MA. The firm is owned and operated by Daniel Duval, President, and Chief Compliance Officer, and Paul Stone, Chief Executive Officer. Genesis offers investment advisory services to individuals, high net worth individuals, charitable organizations, and retirement plans, acting as a fiduciary to clients. The firm provides wealth management services, including financial planning and investment management solutions tailored to each client's goals and risk tolerance. Genesis primarily utilizes fundamental analysis to develop investment strategies, focusing on long-term investment goals. The firm manages over $175 million in client assets on a discretionary basis. For its Fundamental Wealth Management Services (FWMS), Genesis charges fees based on a tiered schedule ranging from 0.50% to 1.00% of assets under management. For Institutional Wealth Management Services (IWMS), fees range from 0.35% to 0.75% based on assets under management. Financial planning services are offered on an hourly or fixed fee basis, ranging from $200 to $400 per hour or $500 to $5,000 per engagement. Genesis does not charge performance-based fees and does not accept compensation for securities transactions. The firm does not engage in soft dollar programs and does not receive compensation for client referrals. Genesis does not have custody of client assets and maintains strict privacy policies to protect client information. Clients are encouraged to review the firm's Privacy Policy annually.