North Light Financial Services is a leading independent provider of financial and investment management services located in Plymouth, MA.

Our comprehensive approach includes an assessment of your complete financial picture and a customized financial plan to help you achieve your goals and dreams for long-term investment growth and stability.

Our ongoing service as a financial planner in Plymouth, MA includes periodic review and oversight of your plan in the face of a constantly changing world.

For help with your financial needs or to discuss specific questions or concerns, please contact us at to arrange a complimentary consultation.

Click here for our on-line brochure. We provide financial planning services for clients in Plymouth, Kingston, Duxbury, Pembroke, Marshfield, and other South Shore and Cape Cod towns.

Plymouth Area Chamber of Commerce logo
Plymouth 400 Business Partner

What We Do

Develop accumulation strategies and ensure tax-advantaged distributions.Learn More
Understand risk tolerance; recommend portfolio that supports goals.Learn More
Assist with financial strategies to reduce current and future tax burdens.Learn More
Review wills/trusts and preserve wealth for generational transfer.Learn More
Review existing policies to preserve assets; provide long-term care protection.Learn More
Set up tax-advantaged employer plans.Learn More
Check the background of this investment professional on FINRA’s BrokerCheck®.  FINRA's BrokerCheck