Get Started
Let’s talk money
(and get to know each other)
Let's schedule a 15 minute, no-commitment introductory conversation so we can hear what's on your mind, you can learn how we work with individuals/families, and give us a chance to get to know each other better.
Or give us a call: (978) 451-6922
Review from Our Clients
We’re more than advisors. We’re long-term partners.
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Firstname Lastname
“They’re not just dumping my money in the market. It’s very customized.”
“Primary Financial Advisors is helpful in figuring out how to work with the evolving market, they won’t set your money in one place and just leave it there... They have a wide breadth of knowledge and help zero in on specific [investment] areas based on your goals and timeframes”
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Firstname Lastname
“Bringing family into the finances is hard. Primary is making it easy.”
“6 months ago, I wanted my daughter to sit in on our meeting. She’ll take over everything when I pass. Primary Financial Advisors’ founder, Brian, went over everything and even looked at her financial situation. She likes him and feels very comfortable.”
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Firstname Lastname
“I make the ultimate decisions – but I have an expert advisory behind me.”
“Working with Primary Financial Advisors, I feel confident that any advice they give me is well thought out. I make the decisions, but I feel informed.”
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Firstname Lastname
“They’re not just dumping my money in the market. It’s very customized.”
“Primary Financial Advisors is helpful in figuring out how to work with the evolving market, they won’t set your money in one place and just leave it there... They have a wide breadth of knowledge and help zero in on specific [investment] areas based on your goals and timeframes”
Visit Us
Primary Financial Advisors
110 Haverhill Road
Suite 236
Amesbury, MA 01913