About Us

The Charles River Financial Group is an independent financial advisory firm specifically focused on estate planning, insurance planning, and long-term care planning. We have nearly 30 years of experience and are dedicated to serving our clients.

More than just a company


As your financial representative, we provide you our unbiased, well-informed consultation. We follow through and are thorough in our attention to your needs.



We act in your interest. We are not here to sell you proprietary products. We are here to assess your particular needs and help find appropriate solutions for you. We provide independent analysis so you can make informed decision about what is best for your financial needs.


We have nearly 30 years of experience in our industry. We know all the ins-and-outs there are to financial services and financial planning.  We are eager to share our expert knowledge with you.



We have a network of certified investment advisers, tax attorneys, estate planners, CPA's, lawyers, long-term care planners, and insurance advisers to complement your team. If you need any additional services, we have the professionals to provide it.



We integrate informational and technological resources from a variety of institutions to deliver professional and thorough services to you. Our financial planning technology, integrated portfolio platform, and insurance resources come from the leading business partners.  We can provide quick and accurate information to help save you time and money.


We have assembled an internal team of professionals. Their innovative work and experience serves as a backbone to your financial success.