FLAGSHIP WEALTH ADVISORS, LLC.
SEC RegisteredTrusted Fiduciary Wealth Advisors Providing Personalized Service
About the firm
Flagship Wealth Advisors, LLC is a financial planning and wealth accumulation and management firm headquartered just north of Boston, Massachusetts. Since 1997, founder Paul V. Ryan, Jr., CFP®, and associates have guided clients through changing economic times, charting a financial course together to help achieve their life goals and dreams. As fiduciary financial advisors, they always put their clients' needs first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and wealth accumulation and management, with highly personalized investment advisory services.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 261 | $75M |
| High Net Worth Individuals | 217 | $669M |
| Charitable Organizations | 4 | $4.4M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of April 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FLAGSHIP WEALTH ADVISORS, LLC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.