617.209.2224

CLIENT PORTAL

MEET THE PORTSMOUTH TEAM

 

 

JIM O'DONOGHUE

FINANCIAL ADVISOR

BENJAMIN BECK, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

JAMES BODE

MANAGING PARTNER

KAREN O'DONOGHUE

FINANCIAL ADVISOR

JIM SAMBOLD

SENIOR CLIENT SERVICES & BUSINESS DEVELOPMENT

ROXANNE O'DONOGHUE

GRATITUDE OFFICER

ALIGNED WITH YOUR INTERESTS

Not only are our advisors CERTIFIED FINANCIAL PLANNER™ professionals, in addition we belong to the National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors-highly trained professionals who are committed to working in the best interests of those they serve. There are currently only 1500 advisors in the country (Source: napfa.org) who provide high-quality, long-term financial planning and access to a full range of financial services-but without the influence of commissions.