Should you work with us? Maybe not.
Our firm isn’t for most people. If you thrive on discovering the latest “hot stock”, prefer trusting your gut over sticking to a strategy, or believe in chasing returns by jumping in and out of the market, there are plenty of other firms you can call.
We pride ourselves on selecting clients who have clear goals, realistic expectations, and a cool head. We work hard to protect our clients from making emotional decisions that can negatively impact their long-term investment success.
We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a more secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment strategies, so we can help protect our client’s lifestyle for a life time.
The financial consultants at Peabody Wealth Advisors are registered representatives with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Route One BNG and their services are not affiliated with LPL Financial or Peabody Wealth Advisors. Peabody Wealth Advisors is located at 150A Andover St, Suite 10A Danvers, MA 01923.