Advisors at this firm
John G
CFP®, Series 63, Series 65
Cambridge, MA
Pinney & Scofield, Inc.
John Goddard is a CFP® with 19 years of experience, currently serving at Pinney & Scofield, Inc. since 2007. He holds Series 63 and Series 65 licenses and works from Marshfield, MA. Pinney & Scofield serves individuals, trusts, and charitable organizations by providing financial planning and discretionary investment management as well as standalone consulting. The firm employs a fee-only model and utilizes a diversified, modern portfolio theory-based investment approach, primarily using index and factor mutual funds and ETFs.
Mary E
CFP®
Cambridge, MA
Pinney & Scofield, Inc.
Mary Evans is a CFP® professional with 11 years of industry experience. She has worked at Pinney & Scofield, Inc. since 2019 and previously spent seven years at TFC Financial Management, Inc. Pinney & Scofield serves individuals, trusts, and charitable organizations by providing financial planning and discretionary investment management, focusing on diversified portfolios based on modern portfolio theory and market efficiency. The firm manages approximately $743 million in discretionary assets with a small advisory team and operates on a fee-only basis.
Richard S
CFP®, Series 65
Falmouth, MA
Pinney & Scofield, Inc.
Richard Seeley is a CFP® with 21 years of industry experience and has been with Pinney & Scofield, Inc. since 2013. He is based in Falmouth, MA, and holds a Series 65 license. Pinney & Scofield serves individuals, trusts, and charitable organizations by providing financial planning and discretionary investment management, using a fee-only model. The firm employs a modern portfolio theory approach, constructing diversified portfolios primarily from index and factor mutual funds and ETFs, and manages roughly $743 million in discretionary assets with a small advisory team.
