Advisor at Hennessy Financial Services
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Brian Hennessy is a CFP® professional with 14 years of industry experience. He is the principal and owner of Hennessy Financial Services in Medford, MA, and has worked concurrently at Stage Harbor Financial, LLC since 2018. He has prior experience at Mass General Hospital and holds a Notary Public designation in Massachusetts. Hennessy Financial Services is an SEC-registered, single-advisor firm providing discretionary portfolio management to individuals, high-net-worth clients, and institutional accounts. The firm creates customized investment strategies based on clients’ objectives and risk tolerance, primarily focusing on equities, corporate debt, and mutual funds, and manages roughly $13.2 million in discretionary assets.
$0 - $500,000: 1.0% $500,001 - $1,000,000: 0.8% $1,000,001+: 0.6%
Medford, MA
Massachusetts
Stage Harbor Financial, Llc
2018 - Present (8 years)
Stage Harbor Financial, Llc
2018 - 2018 (1 year)
Hennessy Financial Services
2014 - Present (12 years)
Mass General Hospital
2014 - 2017 (3 years)
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