Where all of life’s money questions find answers.
Primary Financial Advisors helps executives, families, business owners, and retirees plan for the future intelligently, optimize their wealth & resources — and get the most out of life.
-
![]()
Creating an Estate Plan
-
![]()
Reducing Your Taxes
-
![]()
Wealth Planning
-
![]()
Investment Strategies
-
![]()
Saving for Retirement
-
![]()
Career Planning
-
![]()
Paying for Long-Term Care
Ready to learn more? Schedule a 15-minute no-commitment introductory conversation so we can hear what's on your mind, and you can learn how we work with you.
Who we work with
Strategies to help you protect & optimize your wealth—so you can focus on leading.
Helping you balance business growth with financial security.
Empower you to retire stress-free and protect your hard-earned savings
Build a financial future as strong as your family’s dreams.
Review from Our Clients
We’re more than advisors. We’re long-term partners.
-
![]()
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”
-
![]()
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.”
-
![]()
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.”
-
![]()
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”
Keeping all those burning financial questions to yourself?
“I need a new car. Should I finance or pay cash?”
“Can I retire now and continue to do the things I love?”
“How do I make my money work for me for the rest of my life?”
“What’s the best way to invest my annual bonus?”
“The markets are in turmoil. Do I need to take drastic action to protect myself?”
“How do I avoid having concentrated stock in my portfolio?”
“I have a 401k from my old job. What do I do with it?”
“My husband just had a stroke and can’t work. What do we do?”
“Can my parents afford assisted living?”
“How might I lower my taxes if I sell my business?”
We love talking about money.
(You will, too.)
At Primary Financial Advisors, our goal is to help you feel totally comfortable talking about your money goals. After all, it sustains you, protects you, and gives your family a future – we believe it’s a lot more uncomfortable not to talk about money.
“What do I do with my stock options?” “How should I invest my bonus?” Our clients call, text, and email us questions at any time of the day (or night!) before making money and life decisions large and small. And we wouldn’t want it any other way.
Get Started
What money question do you need answered today?
Reach out to our team to schedule a no-commitment, 15-minute consultation.
Or give us a call: (978) 451-6922
What we can help you with:
Deep-Dive Financial Plans
Investment Strategies
Retirement Planning
Tax Planning
Longevity Planning
Estate Planning
Trust Planning
Wealth Planning
Insurance
Budgeting
Legacy Planning
Charitable Contributions
Follow Us on Social Media
Get money advice that’s relevant to your life.
Finances are complicated for everyone. Follow Brian on social media, where he shares practical nuggets of financial wisdom that you can implement immediately.