WHY WE’RE HERE
Your Partner in Financial Planning
At Worcester Advisors, our goal is to simplify the complex and provide clarity, helping you feel confident in the financial decisions that matter most.
Financial decisions touch every part of life, from retirement planning to family legacies. Having a trusted advisor means having a partner who brings perspective, discipline, and experience to help you make informed choices.
Our mission is to deliver clear, client-focused financial guidance that serves your best interests. As fiduciaries, we are committed to accountability, transparency, and excellence in every relationship we build.
With over three decades of experience and a focus on long-term relationships, we combine independence with personalized service. Our size allows us to remain responsive and accessible, while our depth of expertise ensures thoughtful, disciplined strategies.
OUR HISTORY
Independent Wealth Management in Worcester, MA
Since our founding in 1994, our mission has remained consistent: to build long-term relationships grounded in consistency, accountability, and attentive service, helping individuals and families navigate financial decisions with clarity. As one of the region’s leading fiduciary firms, we have cultivated lasting relationships with hundreds of clients, and have served multiple generations of families as a trusted advisor and support system. In the best and worst of times, our clients have consistently fallen back on our support to guide them down the most appropriate path.
As a team, we prioritize personalization over generalization. Our philosophy in portfolio management is driven by the evidence-based strategy that our firm has developed over the last 30 years. We build portfolios with high-quality stocks, mutual funds, and bonds, thoughtfully diversified among asset classes and sectors to reflect the needs of each client. When implementing drafting and implementing your estate plan, we are by your side throughout the entire process. We serve as Trustee or Executor/Personal Representative for many of our clients to ensure that your assets are managed in a professional manner aligned perfectly with your estate plan, a service not commonly offered by independent wealth management firms. Â
Years of experience
In assets managed
Clients Served
CLIENTELE
Independent Guidance, Long-Term Partnerships
Worcester Advisors is an independent investment firm managing over $100 million in assets for individuals, families, businesses, municipalities, and charitable organizations. With more than 80% of clients with us for over a decade, we specialize in retirement, trust, and personal investment accounts—offering tailored strategies to help achieve long-term financial goals. We require a minimum account size of $50,000 (negotiable) and are registered in Massachusetts and Florida, serving clients nationwide.
Partnerships & Affiliations
Independent Guidance, Long-Term Partnerships
Worcester Advisors maintains material arrangements that enhance the value and capabilities we provide to our clients.
Zack Investment Research
securities research, portfolio allocation strategies, economic analysis
Morningstar
securities research, portfolio allocation strategies, economic analysis
Fidelity Investments
custody and record keeping, securities research, portfolio allocation strategies, economic analysis
Rollstone Bank
Custody and record keeping
Worcester Advisors maintains material arrangements that enhance the value and capabilities we provide to our clients.
CLIENTELE
Independent Guidance, Long-Term Partnerships
Worcester Advisors is an independent investment firm managing over $100 million in assets for individuals, families, businesses, municipalities, and charitable organizations. With more than 80% of clients with us for over a decade, we specialize in retirement, trust, and personal investment accounts—offering tailored strategies to help achieve long-term financial goals. We require a minimum account size of $50,000 (negotiable) and are registered in Massachusetts and Florida, serving clients nationwide.
BEGIN PLANNING
Chart Your Path Forward
Take the next step toward clarity and confidence in your financial life. Our advisors are here to guide you through every stage. Schedule your introductory consultation today.