Broker Check

Investment Management

At Peabody Wealth Advisors, we are committed to serving our clients' needs in a way that we feel is in your best interest, not ours. Our team’s proficiency is based on a goals-based, comprehensive financial planning approach- the ability to look at the entire puzzle of your financial life and help you put the pieces together. One of the most important pieces of the puzzle is managing your investments. This is the primary reason many clients come to see a financial planner. After careful analysis, looking at years of statistical evidence by our team of experienced planners and putting our egos aside, it is our opinion that day to day investment management services for our clients should be provided by world class, institutional money managers (Strategists), not by our planners at a local level. The money managers we partner with have teams of analysts, access to real-time information and state of the art resources that we could not possible replicate at a firm of our size. Through this approach, our clients benefit due to multiple layers of due diligence- the Strategist, LPL Financial, Inc and Peabody Wealth Advisors. Most importantly, all three parties following fiduciary standards placing your interests above their own interests. We are confident in our ability to review, monitor and potentially replace these managers if they are not performing up to the high standards and expectations that we demand of them.

We focus on providing the optimal balance of low costs and performance when recommending an investment strategy for our clients. Our fees are consistent, transparent and on a declining scale the larger the investment amount. In addition to the investment management services, your investment advisory fee also covers financial planning services, access to our team of professionals and personalized service that is getting harder and harder to find these days. We feel that a fee based relationship best aligns us with our clients and it is in everyone’s best interest to grow your wealth. Here are some of the world class money managers we partner with:

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All entities are separate and unaffiliated with LPL Financial.