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.