Charting Your Future
WELCOME to Spillane Money Management, Inc. We are an independent, fee-only, Registered Investment Advisor (RIA) located in Burlington, Massachusetts.
OUR FIRM is committed to serving the financial planning and investment advisory needs of families, individuals, business owners, retirees, and others. We work collaboratively with you, on a fee-only basis (no product sales or commissions) and in a fiduciary capacity (your interests come first) so that you get sound, objective financial advice tailored to your individual needs and circumstances.
OUR MISSION is simple -- to help you live the life you want to live by showing you how to achieve economic security throughout your lifetime. This means showing you how to raise your living standard, protect your living standard, and price your financial and lifestyle choices. It takes discipline, knowledge, judgement, and a little bit of good fortune, to make your dreams become a reality. We lay out a clear path for you to follow, motivate you to take action, and monitor your progress towards success.
OUR CLIENTS seek advice on a wide array of financial planning issues and generally share the following characteristics: they save more than they spend; they seek to invest in their future; they worry about replacing their paychecks when they retire; and they value the advice of a professional financial advisor.
I encourage you to explore the rest of this site for additional information and insights about the firm and me. I welcome your telephone call or Email should you desire additional information or wish to set up an appointment.
Please be sure to check our Client Resources page frequently. You will find forms, useful links, and various articles of interest.
Richard W. Spillane, CPA, CFP
Founder and President of Spillane Money Management, Inc.