of Newburyport, MA.

The best time to seek financial counsel is at a time of hope and plenty, and we hope that is why you have come to our website today. If you have a specific financial challenge you wish to address, rest assured that we are here to help you.

We offer ongoing advice and monitoring of your investments, and can work with you to plan for retirement, college funding, or funding streams of income that will survive you and care for your loved ones.

After more than 20 years in the financial services industry, we saw an opportunity to provide financial and investment management services right from Newburyport.  The strong sense of community here and throughout the North Shore matches our way of doing business and our commitments to giving back to those in need.  We know the value of being independent and free to recommend solutions that serve your interests, and not those of a corporate parent or giant Wall Street company

If you would like to learn more about Inverness Financial Group and our work, please sign up for our email newsletter or give us a call.  And please don’t hesitate to contact us to discover our brand of independent, you-first financial advice and investing.