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Our Team

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Jay is a CFP® and enthusiastic hiker.

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Jay Barrett, CFP®, AIF®

Financial Advisor

William Bradford, a Pilgrim that came to Massachusetts in 1620 and who was the first Governor of the “Mass Bay Colonies" is one of Bill's ancestors!

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Bill Bradford, CRPC®

Financial Advisor

Adam is a Financial Advisor and family man.

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Adam Clark

Financial Advisor

Janelle is a CFP® and has a twin sister.

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Janelle L. Coulman, CFP®

Financial Advisor

Justin is a CFP®, father of three daughters, and talented musician.

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Justin C. Davis, CFP®

Financial Advisor

Chris is a CFA Charterholder and enjoys golfing.

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Christopher S. Deeley, CFA

Financial Advisor

Cody is a husband, father, wealth advisor, pilot, retirement planner and aviation junkie.

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Cody Forbush, MBA, CFP®

Financial Advisor

Neal is a Financial Advisor, fly-fisherman, and avid guitar player.

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Neal French

Financial Advisor

Mike is a CIMA® and committed community volunteer.

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J. Michael Grenon, CIMA®

Principal, Vice President

Kevin is the company’s CEO and enjoys unwinding by the fireplace with family and friends.

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Kevin T. Grimes, CFA, CFP®

CEO | Chief Investment Officer

Molly has been to over 20 national parks.

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Molly F. Grimes, CFP®

Financial Advisor

Tom is a CFP® and dedicated golfer.

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Thomas A. Grimes, CFP®

Principal, Vice President

Tim is the firm's founder and avid seaglass collector.

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Timothy J. Grimes

Founder

Todd is a CFP®, a competitor and problem solver.

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Todd A. Herman, CFP®

Financial Advisor

Adam is a CFA, CFP® and constantly humbled golfer.

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Adam R. Jacobs, CFA, CFP®

Vice President

Karen is a CFP® and has climbed Mt. Kilimanjaro twice.

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Karen Kelly, CFP®

Financial Advisor

Our process: Part art. Part science. All about you.

  1. 01.
    Share Info
  2. 02.
    Develop Plan
  3. 03.
    Build Portfolio
  4. 04.
    Actively Manage
  5. 05.
    Review & Revise
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