Welcome to ORIENTEER FINANCIAL, INC.

Orienteer Financial is an independent, fee-only wealth management and financial planning firm located in Essex, Massachusetts, serving clients in metropolitan Boston, New York, and Los Angeles.
 
Our distinctively personalized service provides our clients with the objective information and trusted guidance necessary to make sound financial decisions, empowering them to make their life's dreams a reality.

Managing one's investments and personal finances is more complicated and time-consuming than ever before. At Orienteer, we help our clients navigate through complex and often unfamiliar territory. It is not uncommon for us to serve as the chief financial officer (CFO) for our clients; coordinating, supporting and integrating our financial planning and investment management services with their existing tax, legal, and insurance professionals.
 
 
 
      



 
 
 

This information should in no way be considered investment advice. Investment decisions should take into account each individual investor's unique circumstances, such as their goals, time horizon, and tolerance for risk. There is no guarantee that any trends discussed will continue or that the views and opinions expressed will come to pass.  Investing in financial markets involves gains and losses.  Past performance is no guarantee of future results. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. It is not possible to make an investment directly in an index.

This material contains general information and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized advice. Orienteer Financial, Inc. is not responsible for any modifications made to its materials, or for the accuracy of information provided by other sources. The information contained in this publication was obtained from sources believed to be reliable; however, the accuracy or completeness of this information is not guaranteed.