Timothy Nash (CAIA, CFA, CFP®, MBA)

Timothy Nash focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Goals based financial planning.  Portfolio, tax and budgetary planning.  Intergenerational wealth transfer planning.

Special needs planning experience. 

Additional Information

Having gained substantial expertise with larger institutions for over 25 years, I look forward to supporting the unique planning needs of our clients, while offering perspective on managing diversified poprtfolios in an exceedingluy prudent and cost-effective manner.

NAPFA Start Date

August 14, 2017


This Office

175 Derby St Ste 24 Hingham, MA 02043-4060 Phone: (781) 740-1199 Fax: (781) 740-1822