We are an independent SEC-registered investment advisor and financial planning firm founded in 2001. From our main office just outside of Boston, in the classic New England town of Westborough, Massachusetts, we serve a diverse clientele throughout the country.
When you’re choosing a financial advisory firm, we know it comes down to trust – in a company and its people. At Finivi we strive to earn that trust in every aspect of our business. As fiduciaries, we always put our client’s interests ahead of our own. It’s not only a legal and moral obligation; it’s just who we are, as a firm, and as individuals.
We thrive on showing our clients what’s possible in their life by making more purposeful financial and investment decisions. And part of why so many of our clients stay with us year after year is because, like them, we believe the true measure of success in life is much more than what you have, or what you own.