CRD: 154311
Mcnamara Financial Services, Inc.
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- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-29-2010
- Office Locations
- 2
Office Locations
About Mcnamara Financial Services, Inc.
McNamara Financial Services is an independent, fee-only advisory firm in Marshfield, MA providing asset management for a fee with a competitive tiered (breakpoint) schedule and complimentary financial planning for wealth management clients (retirement, college, sabbaticals). New clients generally need $500k in assets to be directly managed. The four advisors are CFP professionals held to a fiduciary standard, with one-on-one service backed by long-tenured staff; family-owned locally since 1987 and hosts “McNamara On Money.”
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL JOSEPH MCNAMARA
Advisor, DIRECTOR, President
- CRD
- #1031558
- Ownership
- 75% or more
JUSTIN JACOBSON MCNAMARA
Advisor, VICE PRESIDENT
- CRD
- #4609506
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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ERIK N SAARINEN
Advisor
- CRD
- #4878562
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $797,882,019 | $298,609 |
| Non-Discretionary | $0 | -- |
| Total | $797,882,019 | $298,609 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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