Welcome

I am Jamie Hansman, an LPL Investment Advisor Representative and resident of Duxbury, MA. I am an LPL financial advisor who specializes in retirement, retirement, retirement – whether you are in retirement, transitioning to it, or saving for it. My commitment is to utilize all of our resources to help you pursue your goals.

Changed jobs?    I work with people who need an experienced financial advisor to help walk them through 401(k) distribution strategies, perform a check-up of their fiscal fitness, or invest for college. I work primarily on a fee-basis, so that we have a shared interest. While our firm has no account minimums, we find that our services are best suited for individuals and families starting with $250,000 of investable assets, or a net worth of $1 million.

I aspire to grow long-term relationships with clients who want an advisor for life, not just a quick sale. I will work strictly for you, I will listen intently, I will offer choices, and care whether your investments are right for you. 

We also maintain a presence near our Fort Mill, South Carolina headquarters. Our office is located in beautiful Mooresville, North Carolina.

I have the client—and only the client—in mind.

It would be my privilege to hear from you!

I can be reached at 781-934-5432 or by e-mail at james.hansman@lpl.com.

<b>Our Approach</b>

Our Approach

Years of experience have prepared us to guide you through life's transitions.

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<strong>Our Values</strong>

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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<strong>Our Services</strong>

Our Services

We create strategies that are tailored to your needs and goals.

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<b>Discover Hidden Opportunities.</b>

Discover Hidden Opportunities.

I aspire to grow long-term relationships with clients who want an advisor for life, not just a quick sale. I will work strictly for you, I will listen intently, I will offer choices, and care whether your investments are right for you.

We also maintain a presence near our Fort Mill, South Carolina headquarters. Our office is located in beautiful Mooresville, North Carolina.

I have the client—and only the client—in mind.

It would be my privilege to hear from you!

I can be reached at (781) 934-5432 or by e-mail at james.hansman@lpl.com.

Learn more
<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

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