Find a Financial Advisor in Lynnfield, MA

Name: Allworth Financial – Lynnfield
Address: 600 Market Street, Suite 684, Lynnfield, MA, 01940, US
Telephone: (781) 233-4138
Price range: $$

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.

Everything a modern investor needs – all under one roof.

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97%

client loyalty 31,000+ Clients²

years in business $39 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best in Class Ethics NBRI⁹

Your Lynnfield Wealth Management Team

Our team of fiduciary financial advisors in Lynnfield, Massachusetts, is proud to serve individuals, families, and retirees throughout the North Shore, Greater Boston, and surrounding New England communities. Whether you're looking to optimize your investment portfolio, prepare for retirement, reduce taxes through strategic planning, or create a lasting legacy, our advisors are dedicated to helping you work toward your financial goals.

Conveniently located at 600 Market Street, Suite 684, Lynnfield, MA, our office offers comprehensive wealth management and financial planning services tailored to your unique needs. Visit us to learn how our personalized approach to investment management, retirement planning, tax strategies, and estate planning can help you navigate your financial future with confidence.

Connect with an Allworth advisor

Domenica Lurvey Financial Advisor, Tax Specialist CFP^®, MSM

Lynnfield, MA Read bio

Eric Sachetta Partner Advisor, Tax Specialist CHFC^®, CFP^®, TPCP^®

Lynnfield, MA Read bio

Georgios Liakakis Partner Advisor, Tax Specialist CPA, CFP^®, MSA

Lynnfield, MA Read bio

Janice McGarry Financial Advisor, Service Specialist

Lynnfield, MA Read bio

Jeff Aron Partner Advisor, Tax Specialist CFP^®, MSFP, TPCP^®

Lynnfield, MA Read bio

Joseph Sachetta Partner Advisor, Tax Specialist CFP^®, CPA/PFS, MBA, MST

Lynnfield, MA Read bio

Michael Callahan Partner Advisor, Tax Specialist CPA, CFP^®, MST

Lynnfield, MA Read bio

Nick Forgione Financial Advisor CFP^®, CPA, MSA

Lynnfield, MA Read bio

Stephen Ahern Partner Advisor, Tax Specialist CPA/PFS, CFP^®, AEP^®, MST

Lynnfield, MA Read bio

Lynnfield

600 Market Street, Suite 684
Lynnfield, MA 01940

Hours:
9am - 5pm M-Th, 9am - 4pm Fri

(781) 233-4138

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Our Integrated Services

With Allworth, you have direct access to a team of in-house financial specialists. It all works together as part of one, coordinated strategy.

Financial Planning

Scenario modeling to evaluate major decisions before they're made
Cash flow and liquidity planning for near- and long-term needs
Retirement income sequencing designed to manage tax exposure across account types
Social Security optimization as part of a broader income strategy

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Investment Management

Tax-efficient portfolio construction calibrated to your goals and risk profile
Concentrated stock management and position diversificaiton
Year-round automated tax-loss harvesting and tax-smart trading
Alternatives, structured notes, and defensive strategies

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Coordinated Tax Planning

Forward-looking tax strategy intergrated into your broader wealth plan
Roth conversion opportunities, assessed using a multi-year tax outlook
Charitable giving strategies, including DAFs, QCDs, and CRTs
Business sale and liquidity event tax planning to maximize proceeds

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Legacy & Estate Planning

Multi-generational wealth transfer planning designed to minimize tax exposure
Estate document alignment with current investment and tax strategies
Trust design and coordination across revocable and irrevocable structures
Charitable intent incorporated into legacy structure

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Insurance & Risk Services

Risk oversight integrated into your wealth plan, not handled separately
Critical gaps identified before they affect long-term priorities
Life, long-term care, and liability needs evaluated in full financial context
Coverage structured to preserve stability and flexibility as circumstances evolve

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Why do people choose Allworth?

At the end of the day, it’s all about placing our clients at the center of everything we do – every day.

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