Charles River Financial Services, LLC - Home

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Welcome to Charles River Financial Services

For almost 30 years, we’ve been educators and advocates for our clients. Acting as a fiduciary when managing your assets, we seek to bring you the knowledge you need to make important financial decisions in a prudent and timely manner.

In order to provide a high level of personalized attention, we limit the number of new clients we work with each year and work only with those for whom we can add significant long-term value.

Our commitment to you and your family is unwavering.

Money doesn't need to be complicated.
Advice should be in a common language.
Fees should be straightforward.

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Wealth Planning

Here you will find an independent financial services firm that provides wealth-management solutions and strategies for individuals and their families.

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Wealth Accumulation

With our help, the demands of managing your wealth can be reduced. You will have more time to focus on your family, your business, and the things in life you value most.

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Wealth Protection

The firm was founded on the principle and belief that in today's world of complicated financial choices, many individuals need help from trusted and knowledgeable financial professionals who will advocate on their clients' behalf.