Trusted Fiduciary Financial Planning
for
Cohasset Families and Professionals
A Local, Personal Approach to Financial Advice
Parkmount Financial Partners works with individuals and families in Cohasset, Massachusetts, providing thoughtful, fiduciary financial planning designed to bring clarity, confidence, and long-term direction to your finances.
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Parkmount offers financial advisor services to professionals and families locally.
While our office is based nearby in Scituate, many of our clients live in Cohasset and the surrounding South Shore communities.
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Cohasset is home to many accomplished professionals and families who value long-term thinking and personal relationships.
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Our clients often tell us they want an advisor who can step back, see the full picture, and help them make confident decisions without pressure or hype.
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We work with a limited number of households so we can provide a high level of personal attention.
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Meetings can be held virtually or in person, depending on what’s most convenient for you.
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Why Work With a Fiduciary Financial Advisor?
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As a fee-only fiduciary, Parkmount Financial Partners is legally and ethically required to act in your best interest at all times.
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That means:
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No commissions
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No proprietary investment products to push
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Dramatically reduced conflicts of interest to recommend unnecessary strategies
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Our role is to help you make better decisions — and avoid costly mistakes — over time.
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Serving Cohasset and the South Shore In addition to Cohasset, we work with clients throughout the South Shore, including Scituate, Hingham, Norwell, and Marshfield.
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Our proximity allows us to stay closely connected to the financial and lifestyle considerations common in this area.