About Us
Northampton Financial Services, LLC is an independent and locally owned business, which means that we are free to work for our clients, not Wall Street. We are fiduciaries and put our clients’ needs above our own. Our growth has been organic and been driven by referrals and reputation. We are a process driven firm and believe in a holistic approach to finding solutions that make sense. Our focus is to help clients identify what their goals are, what they need to meet those goals and then monitor their progress to keep plans on track.
We offer fee-based financial planning and asset management and are committed to providing real value to our clients.
We intentionally limit our growth and number of clients so that we can provide and maintain the level of
service that we promise. For our firm, we prioritize retaining our existing clients instead of seeking new ones. We do not advertise, we do not host seminars with free dinners and we do not proactively solicit any prospective client. If you are looking for a team to work with, long-term, consider reaching out to us.
Please call us if you have any questions about our firm or the range of financial solutions and services we provide.