Peabody Wealth Advisors
Contact Information
-
Address
150A Andover St #10A, Danvers, MA -
Phone
(978) 304-1212 -
Website
peabodywealthadvisors.com
Location
About Peabody Wealth Advisors
Peabody Wealth Advisors is a Financial Planner in Danvers, MA. The firm provides wealth management, financial planning, retirement and estate solutions, Medicaid planning, and risk management and insurance planning. Services are tailored for individuals, families, business owners, and attorneys. The team uses a holistic approach to coordinate investment portfolios, tax-efficient strategies, formal financial plans, and charitable giving. For attorneys, the firm offers a defined process that begins with a discovery meeting to understand personal goals before recommending a personalized strategy. The firm emphasizes independent, customized advice and direct access to team members rather than call centers.
Michael Murray, AIF, CPFA, serves as President and CEO. He has more than 25 years of experience in solving complex financial challenges and holds a B.S. in Business Administration from North Adams State College, now Massachusetts College of Liberal Arts. Murray holds multiple securities licenses, advanced fiduciary designations including Accredited Investment Fiduciary and Certified Plan Fiduciary Advisor, and insurance licenses in Massachusetts. The firm’s approach focuses on transparent communication, straightforward conversations, and removing the guesswork from future planning. They support clients through various life stages, including early career, peak earning years, pre-retirement, retirement, and senior planning, with specific strategies to address lifestyle creep, portfolio discipline, income reliability, and asset protection.
The office is located at 150A Andover St #10A. It sits on Andover Street, about a tenth of a mile from Crane Brook and Garden Street. Newbury Street and Prince Street are about a sixth of a mile away.
Peabody Wealth Advisors holds a rating of 4.80 based on customer reviews. The firm is known for its positive reputation among clients who have shared their experiences.
Peabody Wealth Advisors combines long-standing fiduciary expertise with a personalized planning process that serves the Danvers community.
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