Abbot Financial Management is a privately-owned, independent asset manager, serving our clients and community with integrity since 1983. AFM provides investment services on a “fee only” basis. The firm’s client list includes individuals, families, corporations, retirement plans and foundations.
AFM assists their clients in achieving a consistent, dependable, investment return from a high quality portfolio of stocks and bonds. While being sensitive to each individuals client’s risk parameters, it is our goal to protect assets and grow principal. Flexibility, communication and customer service are our Hallmarks.
Please call us at (978) 688-9010 to arrange a no obligation conference. We would be pleased to meet with prospective clients to discuss how AFM can provide you with investment counsel.
The “CFA” or “Chartered Financial Analyst” designation is a professional credential bestowed by the CFA® Institute on financial and investment professionals who have completed its program of study, passed all three levels of its examinations, and met other professional requirements. A successful candidate is awarded the “CFA charter” and becomes a “CFA charterholder”.