Driscoll Financial

Overview

Driscoll Financial is a small, independent registered investment adviser owned by an individual and oriented to private clients. The firm primarily serves individuals and families, providing financial planning and portfolio management for individuals and small businesses. It also offers pension consulting-style services and the selection of other advisers, and it operates as an insurance broker alongside its advisory practice. The firm charges fees in a mix of AUM-based and hourly arrangements, plus other fees as warranted by specific engagements. Driscoll Financial identifies itself as a capital allocator that uses third-party managers for certain exposures. It does not characterize itself as an active ESG investor and is not set up as a multi-state advisory platform.

Assets & Accounts

Investments & Alternatives