Since 2008, clients have placed their trust in Anthony DiChiara for his honesty, personable nature and ability to articulate and prepare financial and retirement strategies. He is passionate about his work and focuses on building meaningful, long term relationships with his clients in the accumulation and preservation of their wealth. Prior to joining the firm, Anthony held positions in the financial services industry, both as an associate to financial advisors and as a compliance coordinator to the managing partner at a large wirehouse.
Anthony graduated from Bentley University with a degree in Finance and a minor in Management in 2008. Anthony believes the first steps in developing a financial strategy are to establish the client’s objectives and to build a relationship based on mutual trust. He believes in a comprehensive approach to financial goal setting and analyzes these objectives to create a strategy that is tailor fit to each client. Anthony
provides a wide range of products and services to meet the everyday needs of his clients to help them reach their full financial potential.
Anthony resides in Wakefield, Massachusetts where he enjoys outdoor activities, fitness and live music.