Maureen Demers, CFP®
Fee-Only, Holistic Retirement Planning
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Demers Financial Planning
Maureen Demers, CFP®
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Advisor
North Andover, MA
Serving Clients Nationwide
Fee-Only, Holistic Retirement Planning
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Social Security
- Taxes
- Women & Wealth
About Me
Maureen Demers is the owner of Demers Financial Planning and a fee-only financial advisor in North Andover, who helps individuals and couples achieve their retirement goals.She helps clients approaching retirement with objective, tax-focused advice. Unique challenges face the “sandwich generation”, like work/life balance, and the pursuit of financial security.
Demers Financial Planning helps you address the broad range of financial topics that need to be included in a retirement plan.
✔️ Registered Investment Advisor in the state of Massachusetts.
✔️ A Certified Financial Planner ™ practitioner with over 30 years experience and meets the high standards in education, experience, examination and ethics as required by the CFP® Board.
✔️ Graduate of the Boston University Financial Planning Certificate Program and holds a BA from Emmanuel College.
✔️ NAPFA Certified: Maureen is a NAPFA (National Association of Personal Financial Advisors) – Registered Financial Advisor® and member. She earned the highest membership standards in the industry through peer review and completing 60 hours of continuing education every 2 years.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Enrolled Agent (EA)
Affiliations
-
CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- National Association of Tax Professionals (NATP)
- Fee Only Network
Primary Location
800 Turnpike Street, Suite 300, North Andover, MA 01845
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. This call is to get to know one another and to see if my services suit your needs. I'll ask about your situation and what you would like to accomplish, and answer any questions you may have about my business. If we are not a good fit, I can offer you resources or other solutions that may be more appropriate for you. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Demers Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions.We offer expert guidance to help you make important decisions for you and your family around retirement. Organize and protect your assets through one of life’s most important transitions.
Work with a reliable partner that will help you evaluate all aspects of your finances and receive objective, comprehensive advice customized to your personal goals. We provide fee-only financial planning, which means we’re committed only to you.
✔️ Choose An Advisor Who Puts You First
You and your family are at the center of our planning process. We’ve made a fiduciary commitment to you, so you can always count on us to work in your best interest. We’ll work together to make a retirement income plan that works specifically for you. Have someone to turn to whenever you have questions about big decisions that may significantly impact your lifestyle. When your plans change, we’re there to help you adjust, and get you where you want to go.
Whether it’s planning for income, expenses, taxes, healthcare, or social security, we can help you plan for a secure future. Get the peace of mind that comes with better planning.
✔️ Live the life you’ve envisioned
When you work with a trustworthy advisor, you can feel confident about reaching your goals and living the life you’ve envisioned. Take the first step by contacting us. Click the 'Book Intro Call' button above to get started.
Education
Emmanuel College (Boston), Bachelor of Arts (B.A.)
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Women Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Best decision ever!
✅ Wealthtender Certified Advisor Review™
Aug 17, 2024
When retiring with lump sum funds and no investment skill, I searched for an advisor and based my pick on a friendly face. The relationship has surpassed all expectations. Maureen is an excellent advisor, teacher and friend. She has evaluated our risk tolerance and given us excellent advice. She assisted us in both growing and managing our funds. It was the best financial decision we ever made.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Demers Financial Review
✅ Wealthtender Certified Advisor Review™
Jul 24, 2024
Maureen's financial work is excellent.From the first initial meeting, her thoughts and inputs were very thorough and exceptionally insightful. Her process of from start to finish is top notch. Also she's is very quick responding, on any questions that might arise. I would highly recommend the use of Maureen and her financial services to anyone that is in the market for financial guidance.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Outstanding Financial Planner
✅ Wealthtender Certified Advisor Review™
Jul 17, 2024
We have been working with Maureen for many years. Maureen took the time in the years leading up to our retirement to work with us to craft a very personalized retirement strategy. As you all know, financial planning can be challenging and complex. Maureen has always taken the time to work with us as a trusted advisor to ensure we always have a very clear understanding of the financial planning and retirement process.
When we started our transition to retirement she was instrumental in helping us navigate our way through the many Medicare options and enrollment challenges. She also worked with us to ensure we had the appropriate estate planning in place.
We have always appreciated Maureen's attention to detail, tax strategy advice, and her ability to listen to our personal goals and risk tolerance and build our financial plan accordingly.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A unique financial advisor
✅ Wealthtender Certified Advisor Review™
Jul 11, 2024
Maureen Demers not only keeps me informed about the latest tax law changes and their impact on my financial plan, but she also explains it in a way that allows me to ask the myriad questions a detail-oriented engineer does. She provides a perspective of my financial gestalt, allowing me to see the “big picture” comprising the many moving parts of investments, retirement, insurance, and estate planning.
I know that once we’ve agreed on moving forward with the tasks to attain my goals, she will handle all the tasks, yet keep me informed of the progress and ensure nothing is forgotten or mishandled by the various institutions. Above all, her integrity, honesty, and diligence set her apart as a unique advisor. As a client, I know she cares about my goals and reaching them while minimizing the risks inherent in the market.
Although I’ve attempted to remain unbiased in my review, for full disclosure, we’re married, so that is a truly impossible task. However, I stand by everything I’ve said, and I’d retain her as my advisor even if that weren’t the case.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: This is a family member of the advisor
Ultimate Professional
✅ Wealthtender Certified Advisor Review™
Jul 4, 2024
At the recommendation of a trusted friend, I met with Maureen Demers to discuss my financial outlook eleven years ago. The meeting went so well that we have worked together ever since. I say worked together since Maureen never makes decisions in a vacuum. When changes need to be made or opportunities need to be reviewed, we meet and discuss all while she explains things in a way that is clear, concise giving me the information to make decisions with her expert guidance.
Maureen is not only extremely skilled as a financial planner, she is always proactive, alerting me to the best way to grow my portfolio but also to manage risk in a way that was comfortable and appropriate. She constantly stays ahead of new trends and products in the financial arena as well as new tax changes that can affect those plans greatly. In these eleven years, I went from being employed full time, to retired, and now retired with a small income. At every turn in my financial life, she has created plans that suit me perfectly. It has allowed me the opportunity to focus on my life and not worry about my financial future. I cannot recommend Maureen more highly.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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