Put Your Money in the Hands That Know Best

Tim Hayes is a Financial Advisor With the Tools and Expertise to Help You
Build Life the Way You Like It

Recent Blog Posts

Diversification and Rebalancing: A Retirement Saver’s Best Friend

Diversification is the proverbial don’t put all your eggs in one basket. So within an asset class ...

Retiring When the Stock Market Is High and Interest Rates Are Low

You just retired. Along with a great career, you have built up a substantial 401(k) balance. It ...

Why an Inverted Yield Curve Matters

We’re hearing a lot of talk in the financial press and on Wall Street about the potential for the ...

The Fed Balance Sheet Reduction Schedule

The Fed has three options with its $4.3 trillion balance sheet. 1. Don’t worry about it. 2. Sell ...

Services

Whether you are an individual, small business, or company executive, I will establish a portfolio attuned to your unique needs.

About

Tim is a financial advisor with the experience and knowledge you can trust to know which investment vehicles could be right for you.

Insights

My affiliations might not be the biggest but I address big issues affecting readers, individual or corporate.

3 Payment Options

Fee-Only %

Custom wealth management, I am a fiduciary adviser.

Hourly Rate $60

Ideal for clients who want financial planning, retirement planning, or wealth management advice but don’t want to move their accounts.

Commission Depends on the Product

Ideal for smaller accounts (less than $50,000) and Roth IRAs and some 403(b) plans.

Affiliations

  • Cambridge Investment Research
    • An Independent Broker-Dealer
  • Cambridge Investment Research Advisors, Inc
    • An Sec Registered Investment Adviser

Designations

  • Accredited Wealth Manager Advisor, or AWMA
  • Accredited Portfolio Management Advisor℠, or APMA®
  • Accredited Investment Fiduciary, or AIF
  • Certified Fund Specialist, or (CFS)
  • Chartered Retirement Plan Specialist, or CRPS

Securities Licenses

  • Series 66, The Uniform Combined State Law Examination
  • Series 7, General Securities Representative Exam
  • Series 6, Investment Company Products/Variable Life Contracts Representative Exam
  • Series 63, The Uniform Securities Agent State Law Examination

Named a Five Star Wealth Manager 5 Years Running

 

Credentials Awards, Licenses, Designations

In 2018, 2819 Boston wealth managers were nominated with only 487 projected winners.

To receive the Five Star Wealth Manager award, financial advisors must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.