Quabbin Advisors,LLC provides financial advisory services to individuals and corporations on a fee-only basis. As a Registered Investment Advisor licensed in the states of Pennsylvania and Massachusetts,we serve in a fiduciary capacity to individuals and business owners who are looking for guidance in financial planning,debt management,investment advisory,business valuation,and retirement planning.
Serving as a fiduciary means that we are required to work in what we believe to be our client’s best interests. At Quabbin,we do not accept any fees or commissions from any third parties for any products or referrals. Our only focus is on providing the best service that we can to our clients.
Some people believe that to work with a financial advisor,they would have to open new accounts and move their money to the advisor. That’s not the case with Quabbin. You can keep your accounts where they are. We never have custody of client funds or discretion over how client funds are invested. Your money is always completely in your control. We simply provide advice on how to meet your financial goals.
In addition to working one-on-one with individuals,we offer educational seminars on financial planning that can be scheduled through employers or directly with Quabbin Advisors.
Megan Donnelly,ChFC®,founded Quabbin Advisors after working for more than a decade as corporate banker whose clients ranged from non-profit organizations to Fortune 50 companies. In addition to earning the Chartered Financial Consultant® designation,Megan is a member of the Financial Planning Association. She earned her MBA from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill.
Megan was a speaker at the 2010 and 2011 Annual Conference of the Association for Financial Professionals (AFP).
If you’re interested in learning more,please contact us at info@quabbinadvisors.com.