Welcome to Morgillo Financial Management
Morgillo Financial Management, Inc. is a fee-only Registered Investment Advisor. Working from our offices in Massachusetts and New Hampshire, we provide integrated financial planning and investment management services for individuals, trusts, retirement plans and businesses. For more than 20 years, we have provided objective, impartial and comprehensive advice tailored to each client’s particular circumstances. We develop long-term relationships with our clients, and our success in doing so is a direct result of our dedication to extraordinary personal service and passionate advocacy.
Our mission is to guide you through the challenges and transitions you face throughout the years by providing objective, unbiased advice. By helping you to identify, clarify and prioritize your financial goals, we empower you to make smart financial decisions.
We draw upon our financial expertise and extensive knowledge of the industry to help you devise a plan for success. We do not sell financial products but provide professional guidance, recommending strategies that will best assist you in achieving your objectives. Working in collaboration with your attorney, accountant and other advisors, we develop and coordinate the implementation of a comprehensive strategy to help you transform your wealth. Whether you wish to strengthen your business, plan for a comfortable retirement, provide for your loved ones or accomplish your philanthropic objectives, your goals are the driving force behind the strategies we recommend.
It’s not just about your money: it’s about your life.