Advisors at this firm
Kristin M
CFP®, Series 65
Needham, MA
Darrow Wealth Management
Kristin Mckenna is a CFP® and Series 65 credentialed financial advisor with 11 years of industry experience. She has been with The Darrow Company, Inc. since 2014. Outside of her advisory role, she contributes as a senior writer for Forbes.com. Darrow Wealth Management is a fee-only firm serving individuals, trusts, and retirement plans, including high-net-worth clients. The firm uses proprietary global asset allocation models with a top-down macroeconomic approach, primarily implementing portfolios through low-cost ETFs and select mutual funds while monitoring and rebalancing on an ongoing basis.
Matthew M
CFP®, Series 66
Austin, TX
Darrow Wealth Management
Matthew Mccreary is a CFP® and Series 66 credentialed advisor with 10 years of industry experience. He has worked at Dimensional Fund Advisors for seven years before joining Darrow Wealth Management in Austin, TX, where he has been since 2022. Darrow Wealth Management is a fee-only advisory firm serving individuals, trusts, and retirement plans with discretionary portfolio management, financial modeling, and consulting services. The firm uses proprietary global asset allocation models implemented primarily through low-cost ETFs and mutual funds, and it offers specialized services including options strategies and project-based consulting.
Michelle W
CFA®
Needham, MA
Darrow Wealth Management
Michelle Wells is a CFA® charterholder with 26 years of industry experience. She has been with The Darrow Company since 1997. Darrow Wealth Management is a fee-only advisory firm that provides discretionary portfolio management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm uses proprietary global asset allocation models with a top-down macroeconomic approach, primarily employing low-cost ETFs and select mutual funds, and offers additional services including options strategies and project-based advisory support.