The Independent Financial Advisor Advantage

Tim Hayes CRPS®, AIF®, AWMA®, CFS®

There is no charge for the initial consultation, and it can be at your home, office, or favorite coffee shop.

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

For more information, go to www.fivestarprofessional.com.

Expert and highly personalized financial planning, retirement planning, and independent wealth management solutions for individuals, couples, and businesses.

  • 26+ years of experience
  • Licensed in MA, RI, NH, & ME
  • Offices in S. Dartmouth and Boston
  • Finance degree from the University of South Florida
  • Securities Licenses Series 7, 66, 6, 63
  • Flexible Payment Options
FREE PHONE CONSULTATION  – Reach out to Tim Hayes by EMAIL or TEL. 508-277-5847 for a NO OBLIGATION consult

Areas Serviced

Eastern Massachusetts including Boston and surrounding cities. So when you need an independent financial advisor in Massachusetts – Salem or the North Shore, Hingham or another town on the South Shore, MetroWest including Framingham, or the Southcoast and Rhode Island from my Dartmouth, MA office.

Independent, But Not Alone

Registered with Cambridge Investment Research, Inc., a broker-dealer with over 3,000 Registered Representatives nationwide. Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $94B RIA based in Fairfield, IA. I have held an industry securities registration for 26 years and am subject to SEC and FINRA oversight.

Cambridge Investment Research

News & Press Releases

2017 Five Star Wealth Manager

Tim provides wealth management, financial planning, and retirement planning solutions to individuals and employers in MA, NH, ME, and RI. He also writes the monthly investing column for New England Monthly and SOCO Magazine. December’s article is a must read for anyone with a retirement account.

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Independent Financial Advisor Blog

Managing Your Money: Active vs Passive Investing

With index investing, investors buy a basket of stocks or bonds. (Investors cannot directly invest in an index.) The most popular index is probably Standard & Poor’s 500 (S&P 500), which tracks the 500 largest companies on the NYSE or NASDAQ and is a staple in the menu of investment choices that many of you have in your 401(k)-plan.

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