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Pearson Financial Services

EST. AUM
$885,000,000

CONTACTS

CLIENT ACCOUNTS
1,921

Firm Details

Metro area Boston
CRD Number 130143
Website spearsonffinancial.com
Client types

Overview

Pearson Financial Services (legally operating as Pearson and Associates, LLC) is an independent, SEC-registered Registered Investment Adviser (RIA) headquartered in Dennis, Massachusetts, with additional operations in Venice, Florida. Founded and led by Seth Michael Pearson, CFP®, the firm provides personalized wealth management, investment advisory, and financial planning services to individuals, retirees, families, and small business owners. Operating under a fiduciary standard, Pearson Financial Services develops customized investment strategies focused on diversified asset allocation, retirement income planning, tax-efficient portfolio management, and long-term capital preservation to help clients achieve their financial objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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