Forness Financial LLC is an independent Registered Investment Advisory firm located in Needham, MA. Our wealth management team specializes in retirement planning and investment management. Whether you are already retired or need assistance getting there, we can help. We build investment portfolios that will help you reach your retirement goals and income-producing portfolios that will allow you to enjoy your retirement. We are fiduciaries for our clients providing personalized service and recommendations based on each client’s unique needs and goals. That is what we mean by securing financial independence for one client at a time.
Our business is built on strong, long-term relationships with our clients. We believe developing and growing these relationships over time are the keys to our clients’ financial success. That is why we approach every client and prospective client with the highest degree of integrity, dignity, and empathy.
A high-level, professional service that combines investment advice, accounting services, retirement planning, and estate/elder care planning for one fee. The most essential part of your financial wellbeing is choosing experienced professionals who work well together. Forness Financial would like to welcome you to this unique, onesource planning experience.
Personalized, low cost, flexible investments with one goal in mind: To secure and sustain your financial independence. We will build you a fully customized portfolio based on your unique needs using low cost, no-load, institutional level mutual funds and exchange-traded funds (ETFs). We only use investments that allow you to maintain full flexibility and liquidity of your money.