Financial Advisors
Marlborough, MA
Waymark Wealth Management is an independent financial advisory firm in Marlborough serving the Greater Boston Area. Founded and led by Brendan, Brandon, and Hanifa, they specialize in comprehensive financial planning for successful professionals aged 40–70, using behavioral finance to align investment strategies with clients' values and life goals. They offer personalized wealth management, retirement planning, tax-efficient strategies, and legacy planning through transparent, fixed-fee arrangements—with no investment minimums and a philosophy of intentional wealth management that pairs financial guidance with social responsibility.
Ideal for: Successful professionals aged 40–70, business owners, high-net-worth individuals seeking retirement planning, those interested in socially responsible investing
Service area: Greater Boston Area, Massachusetts
Behavioral Finance Approach: Uses behavioral finance principles to align investment plans with clients' values and life goals, not just portfolio returns.
Transparent Fixed-Fee Structure: Charges straightforward annual retainer fees ($1,500–$7,500) with no hidden commissions or investment-based fees, and accommodates fee-only clients who manage their own investments.
Long-Term Client Relationships: Many clients have worked with the firm for 10+ years; the team provides unlimited email and phone support plus regular check-ins at tax time and open enrollment.
Address: 11 Apex Dr Suite 300-A, Marlborough, MA 01752
Phone: (508) 621-5621
Website: waymarkwealth.com
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