About Topsfield Financial Group

The idea for Topsfield Financial Group was born while I was living overseas after having sold my insurance business. Aside from a once in a lifetime experience, my family and I moved abroad in 2005 to evaluate what was really important to us, and particularly to me and my career path.

But my story doesn’t begin in Europe, it actually begins as a young man very interested in plants!

You see, I love all things horticultural. In fact, I love plants so much that I followed a collegiate path and dream to become a high school agricultural teacher. It was teaching that taught me to listen and better understand how people process information, two skills that eventually led to a more financially bright future for my family. Teaching opened a door at Farm Family, a small agriculturally based insurance company. I remained with Farm Family for 17 years and learned firsthand that clients could be making better financial decisions. What they needed was a good financial advisor, and I believed I could help.

So, in 1996 while still in the insurance business, I partnered with Commonwealth Equity Inc., and thus began my career as a financial advisor and investment manager.  Simultaneously, my role at Farm Family grew to include the management of 13 offices, 14 agents and more than $40M of insurance premium.  My business was exploding and rewarding as it was, my passion for helping people make good financial decisions was growing as well.  After selling the insurance business and returning from Italy in 2006, I formed our fee based fiduciary practice, Farmers Financial Group.  My plan was to assemble a team that included certified financial planners, a tax expert, and a chartered financial analyst to support our clients and methodology of portfolio management.

Eventually, Farmers Financial became Topsfield Financial Group, named for the town where it was founded and the area where the majority of our original clients were based. Today, we serve a broad range of clients from all across the U.S., and even though our principles and commitments haven’t changed, we wanted to modernize our graphics and online presence to reflect the true scope of clients and professional services we offer. We remain committed to our industry, clients, and the high standards of our fiduciary based relationships.  We know our rules-based approach to portfolio construction along with our team and state of the art financial planning software, helps simplify challenging decisions and gives meaning and direction to working, saving, spending, and investing.

Forever at the heart of Topsfield Financial Group are the personal relationships we have with our clients. They have trusted us for decades to provide tailored financial advice for every stage of their life’s journey.

Well, that’s our story. We’re excited to get to know yours…