We’re Committed to Providing
Clarity For Your Financial Future
Patrick McNamara is a CERTIFIED FINANCIAL PLANNER™ (CFP®) dedicated to bettering the lives of his clients through tax aware investment management and comprehensive financial planning in Boston and throughout New England. With access to industry leading resources alongside Claro Advisors, LLC, Patrick provides a commitment to serve his client’s best interests as he develops a deeper understanding of the meaning behind their wealth.
Patrick’s Advisory Services are offered with integrity, over 25 years industry experience and in conjunction with:
Certified Financial Planner TM, (CFP ® ) Certification
Fidelity Institutional SM Clearing & Custody Services
Industry Leader Service Provider Insights
We’re Passionate About Helping You
Achieve your Financial Independence
When you look back on your life 20 years from now, what do you want to feel - remorse or relief, disappointment or fulfillment, embarrassment or pride? Working with us will give you the power to direct your story. Let us help make sure your next chapter leads you to the destination you’ve been dreaming of.