Joe MacMunn

Wealth Advisor

Joe MacMunn believes everyone deserves not just to retire, but to enjoy every minute of retirement. Whether it’s traveling, spending time with family, picking up a new hobby (or two!) or simply relishing life without having to clock in every day, our goal is to help you have it all!

As the founder of MacMunn Financial Management, Joe uses his natural love of numbers and data to craft easy-to-understand financial strategies. After working several years in the insurance and annuity industry, Joe decided to pursue his passion for helping others and founded MacMunn Financial Management in 2002.

Joe has passed the Series 65 securities exam and is an Investment Adviser Representative. He holds a mechanical engineering degree from the University of Massachusetts Lowell, as well as an MBA from Northeastern University. Joe has been featured on the “Today Show,” Money Matters Radio and WCRN, and in numerous magazines and newspaper articles.

Joe has also dedicated his time to volunteering for the Special Olympics and raising money for Leukemia awareness----two activities spurred on by his daughter with Down’s Syndrome.

"I really believe that my ability to take concepts and put them into understandable, effective strategies for my clients is my greatest benefit."

Joe MacMunn
Wealth Advisor

Schedule a free, no-obligation consultation

Whether you have been building wealth for years or are just starting out, I'd like to schedule a consultation with you to review your goals and customize a financial plan that is unique to your situation.

Phone: (978)618-4812

Email: joe@macmunnfinancial.com

Website: http://www.macmunnfinancial.com

KEVIN NUBER

Personal Wealth Coach

For the last 10 years, Kevin has coached over 3,000 financial professionals on how to implement proven wealth strategies for their clients. He’s developed close to 2,500 strategies for individuals and families with a focus on increasing their personal wealth. And over $100.3 million dollars have been put into those accounts.

JORDAN ARIAS

Personal Wealth Coach

Jordan has been in the financial industry for over 10 years and has coached over 2,000 financial professionals nationwide on proven wealth strategies. He currently serves as a personal consultant for four of the top financial advisors in the entire country; advising them on what strategies need to be implemented that are in the best interest of their clients. Over $90 million have been put into these wealth accounts.

BRIAN MANDERSCHEID

Advanced Markets Strategist

Working with over 1,500 financial advisors, Brian develops and recommends financial strategies that are in the best interest of their clients. With a specialty in advanced markets and wealth-building, he analyzes the needs and goals of individuals and families and provides easy-to-understand, vibrant illustrations of where they currently are versus where they can be if implemented correctly.