Tenured Advisors
Extensive Experience Meets White Glove Service Tenured Advisors is a boutique, full-service wealth management firm that provides personalized, in-depth financial planning and exceptional client service. With offices in Portsmouth, NH, and Reading, MA, our team specializes in serving Northern New England and the Greater Boston area and has supported these communities for more than a decade. We build lifelong relationships with our clients and their loved ones and care for them as we would our own families.
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Verified contacts
5
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
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tools in use
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- AM
Annie Mahoney
Director of Client Service · Customer/Client Service
EmailPhone - CF
Chad Fitzpatrick
Senior Wealth Management Advisor · Finance & Accounting
EmailPhone - KF
Kevin Flaherty
Senior Wealth Management Advisor Founder at Tenured Advisors · Other
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Tenured Advisors
3 distinct titles indexed · top 3 shown.
- 2senior wealth management advisor founder at tenured advisors
- 1director of client service
- 1senior wealth management advisor
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