Experienced Professionals Serving Affluent New England Families

Associates of Highland Financial Group have provided financial advice, planning, products and services to the New England area for over thirty-five years. The firm has earned a reputation for its special focus on working with the principals of closely held corporations and facilitating multi-generational estate, wealth, and legacy planning strategies for affluent New England families.  

Highland Financial Group works with families, providing financial guidance.  Our approach integrates investments with tax-efficient estate and financial strategies to help a family preserve, manage and transfer wealth.

Our Team of Financial Professionals, with decades of combined experience, allows Highland Financial Group to bring customized strategies to our individual clients and their businesses.  Whether it is helping a retiree understand their pension options to addressing a complex, qualified plan dilemma for our corporate clients, our team can bring the knowledge and resources to the problem at hand.

We look forward to hearing from you!