# Cutter Financial Group LLC
Source: https://planprovider.pro/provider/cutter-financial-group-llc

> Built around Jeff Cutter’s CPA/PFS background and more than 25 years in the field, Cutter Financial Group LLC works with retirement-focused investors who wan…

Retirement Plan Advisor

Falmouth, MA

## About Cutter Financial Group LLC

<p>Built around Jeff Cutter’s CPA/PFS background and more than 25 years in the field, Cutter Financial Group LLC works with retirement-focused investors who want a clear plan for income, taxes, and long-term wealth.</p>

<p>Headquartered in Falmouth on Cape Cod, with additional offices in Duxbury on the South Shore and Mansfield in the Boston–Providence corridor, the firm serves clients across eastern Massachusetts. Cutter Financial Group is an SEC-Registered Investment Advisor with 2 employees and reported $0.2B in AUM (2026).</p>

<p>As a <a href="/plan-advisors">plan advisor</a>, the firm offers 3(21) fiduciary services and builds retirement strategies that connect investment planning with day-to-day decisions, including retirement income planning and risk management.</p>

<p>Cutter Financial Group has been named “Best Financial Planner” for multiple consecutive years by The Enterprise and has appeared in FOX, NBC, PBS, Kiplinger, and The Wall Street Journal. The team also runs educational classes and provides client resources.</p>

<ul>
<li>3(21) fiduciary guidance for retirement plans</li>
<li>Retirement income planning and distribution strategy</li>
<li>Investment planning and portfolio oversight</li>
<li>Advanced tax planning coordination</li>
<li>Legacy planning and beneficiary strategy</li>
</ul>

Website: [https://cutterfinancialgroup.com/](https://cutterfinancialgroup.com/)

Employees: 2

## Office Locations

- Duxbury, MA

- Falmouth, MA (Headquarters)

- Mansfield, MA

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $214.7M

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