Abbot Financial Management is an independent privately owned capital management company located in North Andover, M.A. Founded in 1983, AFM provides investment services on a "fee only" basis. The firm's client list includes individuals, families, corporations, retirement plans, foundations and endowments.

We are committed to:

• Client Service and Communication


• Long Term Investment


• Focus on Quality and Diversification

Portfolio Management is a long term process that helps clients reach their financial goals. The key to investment success may comprise a mixture of equities, bonds, and cash. Risk management is an important part of our investment discipline.

Initial meetings with clients establish clearly defined objectives. Regular meetings, in both up and down markets, are scheduled reinforcing or modifying goals as and clients' financial situations change. Communication is an essential part of positive, long-term relationships, and is a cornerstone of Abbot Financial Management service to clients.