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.
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 |