Our focus is on providing the highest level of comprehensive retirement planning and customized investment advisory services.

Whether you are already retired or need assistance getting there, we can help.

Who We Are

Forness Financial is an independent Registered Investment Advisor (RIA). We are a family-owned, financial advisory firm located in Needham, MA. Our three advisors have over 75 years of combined experience. As a boutique firm, we are able to serve each client based on their unique needs and goals. Our duty as fiduciaries ensures we always put our clients first. Currently we are only accepting new clients with $500,000 or more in investable assets.

More About Us

Business Philosophy

Our business is built on strong, long-term relationships with our clients. Our goal as a firm is to offer the best combination of services, products, and value. We adhere to a fiduciary standard always putting our clients first. We are solely a fee based firm so our only incentive is to help our clients grow their assets. We approach every client and prospective client with the highest degree of integrity, dignity, and empathy.

Investment Philosophy

Because Forness Financial is an independent firm, our investment options are virtually unlimited. This allows us to offer our clients the best of what is available without bias. We build fully customized portfolios based on each client’s unique needs using no-load, institutional level mutual funds and exchange-traded funds (ETFs). We only use investments that allow our clients to maintain full flexibility and liquidity of their money.

Our focus is on providing the highest level of comprehensive retirement planning and customized investment advisory services.

Who We Are

Business Philosophy

Investment Philosophy

Our Services

Retirement Planning

Investment Management

Tax Planning

Estate Planning

Elder Care Planning

Forness Financial