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.
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.