Quabbin Advisors, LLC

EST. AUM
$109,766,450

CONTACTS

CLIENT ACCOUNTS
211

Firm Details

Metro area Hartford
CRD Number 160019
Website quabbinadvisors.com
Client types

Overview

Quabbin Advisors, LLC is an independent, state-registered investment adviser headquartered in Amherst, Massachusetts, founded in 2009 by Megan Aileen Donnelly, CFP®, ChFC®, CIMA®. Operating under a strict fiduciary standard, the firm provides accessible, transparent, and affordable financial planning and investment advisory services to individuals, professionals, and small business owners. Quabbin Advisors distinguishes itself through a pure fee-only model that avoids commissions, third-party incentives, and traditional asset-gathering practices, instead emphasizing objective advice and client education. Its investment philosophy focuses on empowering clients to make informed financial decisions while maintaining control of their assets. The firm implements globally diversified portfolios using low-cost index funds, institutional mutual funds, and ETFs held through independent custodians such as Charles Schwab, supporting long-term retirement planning, cash flow management, and tax-efficient wealth strategies.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Quabbin Advisors, LLC

Platform Details

Investment Preferences

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