What We Do
We have a very straightforward plan for you- to help simplify your financial life and organize it in a way that makes sense so that you can focus on your passions in life. Let’s face it, finances can get confusing and planning for the future can quickly become overwhelming. With Peabody Wealth Advisors in your corner, the stress associated with retirement and financial planning all but disappears.
Whether you are decades or days away from retirement, the team at Peabody Wealth Advisors can help you chart a course that is directly aimed at your goals and dreams. We tackle the most complex financial planning issues head on, and provide effective solutions that position our clients ahead of where they started.
Services that we are proud to offer include:
- Investment Management
- Comprehensive Financial Planning
- Money and Martinis®
- Insurance Advising for Individuals and Businesses
- Medicaid Planning
- Social Security/Healthcare Planning Strategies
- Education Savings Planning
- Employer Sponsored Retirement Plans
- Workplace Financial Wellness Programs
Our services are exceptional, but it’s our customer service and quality one-on-one attention that our clients appreciate the most.