# The Financial Advisors, LLC
Source: https://planprovider.pro/provider/the-financial-advisors-llc

> Founded in 1992, The Financial Advisors, LLC is an employee-owned registered investment advisor with offices in Andover and Newburyport on Massachusetts’ Nor…

Retirement Plan Advisor

Andover, MA

## About The Financial Advisors, LLC

<p>Founded in 1992, The Financial Advisors, LLC is an employee-owned registered investment advisor with offices in Andover and Newburyport on Massachusetts’ North Shore, serving clients across the Greater Boston area and nationwide.</p>

<p>The firm runs financial planning and investment management for individuals, families, business owners, and charitable organizations. It also handles tax planning, insurance planning, and small business management, bringing these workstreams together into a single advisory relationship.</p>

<p>For retirement plans, the team provides 3(21) fiduciary services and works with sponsors that want an advisor who will share responsibility for investment advice and monitoring. As of 2026, the firm reports $0.7B in assets under management.</p>

<p>What sets The Financial Advisors, LLC apart is its employee-owned structure paired with a long-running planning practice that supports both personal wealth planning and small business needs under one roof.</p>

<ul>
<li>Registered investment advisor (employee-owned)</li>
<li>Founded in 1992</li>
<li>Offices in Andover (HQ) and Newburyport, Massachusetts</li>
<li>Retirement plan work: 3(21) fiduciary services (<a href="/plan-advisors">plan advisors</a>)</li>
<li>Financial planning, investment management, tax planning, insurance planning, and small business management</li>
</ul>

Website: [https://the-financial-advisors.com/](https://the-financial-advisors.com/)

Founded: 1992

## Office Locations

- Andover, MA (Headquarters)

- Newburyport, MA

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $732.0M

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