Founded in 2003, Essex Financial has been offering clients highly personalized wealth management and financial solutions for over 16 years. Our team of Financial Advisors manages or administers more than $2.46 billion in assets. 

At Essex Financial, many of our clients are referred by accountants, attorneys, pension administrators as well other satisfied clients. In addition to their interest in reviewing their current investment & planning strategy, these clients often have complex issues that need to be resolved. We work with each individual client to craft customized financial solutions that focus on their unique needs and interests, taking great pride in the personal relationships we build with our clients. 

At Essex Financial, we work with clients ranging from local municipalities to businesses and non-profit organizations to high net-worth individuals & families offering services including financial planning, wealth management, retirement plan services, insurance, charitable giving, education planning and estate planning. We meet with our clients to establish a plan before we begin investing their assets. These conversations allow us to conduct a thorough appraisal of your financial status, long-term goals, and risk tolerance. 

From its’ outset, Essex Financial has operated with the understanding of the critical nature of human interaction in our work. One area of focus is matching each client with the right advisor to ensure the best relationship possible. Knowing how crucial communication is, we’ve crafted a team of top-tier advisors to work with our clients.  As a result, we’ve been able to build a strong team of advisors who are each fully equipped to offer our clients with the levels of expertise, technology, engagement, and experience that our clients have come to value and trust from the firm. 

At Essex Financial, the word “Trust” takes on a deeper meaning. Our Registered Investment Advisors (RIAs) are held to the fiduciary standard, meaning we’re bound by the law to put the interests of our clients before our own, unlike those only required to provide “suitable” advice. Operating under the fiduciary standard makes a world of difference in how your personal financial advisor approaches the strategy for your investments & financial plan, meaning you can rest assured that your money is working its hardest for you. 

Working in close partnership with our team of Financial Advisors to provide outstanding personalized service is our team of Client Relationships Managers. Our dedicated and knowledgeable staff brings their expertise to every interaction, and we here at Essex Financial are proud of the experience they deliver to you.

Learn more about Essex Financial by visiting our blog page!

Securities and Investment Advisory Services offered through Essex Financial Services, Inc., a Registered Investment Advisor, Member FINRA, SIPC.  A subsidiary of Essex Savings Bank. The securities and insurance products offered through Essex Financial Services, Inc. are not a deposit of, or other obligation of, or guaranteed by any bank, or an affiliate of any bank, are not insured by the FDIC or any other agency of the United States, the Bank or an affiliate of the bank and involve investment risk, including the possibility of a loss of the principal amount invested.