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Mcnamara Financial Services, Inc.
McNamara Financial Services, Inc. is an independent, family-owned Registered Investment Adviser (RIA) headquartered in Marshfield, Massachusetts. Founded in 1987, the firm offers fee-only asset management and comprehensive financial planning, primarily serving high-net-worth individuals and families. With a team of CERTIFIED FINANCIAL PLANNER™ practitioners, the firm provides retirement, college planning, and other wealth advisory services. As of 2025, the firm employs 11 people and emphasizes fiduciary responsibility, focusing on long-term client relationships and personalized advice.
Investment Strategy
McNamara Financial Services pursues a fee-only, client-centric investment strategy designed for high-net-worth individuals, maintaining a $500,000 minimum for asset management accounts. The firm emphasizes independent advice, fiduciary standards, and personalized planning tailored to each client's needs, with a focus on retirement, college, and life-stage financial goals. Advisors use a competitive tiered fee schedule and act solely in clients' best interests. Investment decisions are made with a long-term perspective, prioritizing risk management and holistic financial wellness while aiming for consistent growth and intergenerational financial security.
Latest 13F Filing Activity
Mcnamara Financial Services, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 92 equity positions with a total 13F market value of $504M. The fund increased holdings in Ishares TR, SPDR Index SHS FDS, SPDR Series Trust among other positions. Mcnamara Financial Services, Inc. reduced exposure to Ishares TR, Ssga Active TR, Capital Group Core Balanced among others.
Top Holdings
Equity Positions (92)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 28.60% | $144.3M | 232,356 | $272.51 | $620.90 | +$13.5M |
S SPDW | SPDR INDEX SHS FDS | 17.48% | $88.2M | 2,177,842 | $31.73 | $40.49 | +$8.0M |
S SPEM | SPDR INDEX SHS FDS | 7.27% | $36.7M | 858,301 | $36.64 | $42.74 | +$2.7M |
S SPAB | SPDR SERIES TRUST | 7.04% | $35.5M | 1,386,530 | $27.20 | $25.60 | +$403.3K |
B BIL | SPDR SERIES TRUST | 5.48% | $27.7M | 301,603 | $91.61 | $91.73 | +$2.9M |
Industry Allocation
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