MCNAMARA FINANCIAL SERVICES, INC.
SEC RegisteredPrioritized Planning & Investments
About the firm
McNamara Financial of the Merrimack Valley is a fiduciary investment advisory firm led by Justin J. McNamara, CFP®, located in Chelmsford, MA. The firm offers financial planning and investment management services and has been managing assets for over 30 years.
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 investment management, including assistance with retirement planning, college expense planning, inherited assets, and professional management of mutual funds and ETFs.
Who they serve
Individuals approaching retirement, those planning for college expenses, people who have inherited assets, and those overwhelmed by managing their own investments.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 630 | $219M |
| High Net Worth Individuals | 298 | $574M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.05% |
| Next to $750,000 | 0.90% |
| Next to $1,000,000 | 0.70% |
| Next to $1,000,000+ | 0.35% |
Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MCNAMARA FINANCIAL SERVICES, INC. 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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