Kathleen McQuiggan

Artemis Financial Advisors, LLC

Invest in Women Advocate | Wealth Advisor

Kathleen McQuiggan

Artemis Financial Advisors, LLC

Invest in Women Advocate | Wealth Advisor

"We help successful women leverage their wealth with sustainable financial plans and portfolios." - Kathleen McQuiggan

Money and Power. Women need more of both. A financial planner specializing in working with successful women, located in Boston, MA, but serving clients virtually across the country

Kathleen McQuiggan is a Boston, MA fee-only financial planner. Artemis Financial Advisors, LLC provides comprehensive financial planning, wealth management, and sustainable investing to help individuals preparing for retirement, affluent women, young professionals, and clients in transition organize, grow, and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kathleen McQuiggan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Kathleen McQuiggan joined Artemis as a wealth advisor in June 2017. Her specialties are the financial planning needs of women and employing sustainable investing approaches.

Prior to joining Artemis, Kathleen spent over 25 years serving investors, starting her career with Alex Brown in Baltimore, and then on to Goldman Sachs, where she worked for 13 years. In 2009, Kathleen founded Catalina Leadership; a consulting firm focused on investing in women. Through that work, she started an engagement with Pax World Management and developed an expertise in sustainable investing. She later joined Pax as SVP, Global Women’s Strategies, where she was responsible for product management of the Global Women’s Index Fund and ran its Women & Wealth initiative.

Kathleen has a B.S. from Towson University in business administration with a concentration in finance. A longtime advocate for advancing women in leadership, Kathleen currently serves on the board of Forte Foundation.  She is also currently Co-Chair of the Board of Women Working for Oceans.  Kathleen serves on the New Hampshire Charitable Foundation’s investment committee and the Association of Relief for Aged Women of New Bedford.  She also serves on the advisory council for Invest for Better.

Kathleen resides in Boston and Dartmouth, Massachusetts.

Kathleen McQuiggan is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Artemis Financial Advisors is an independent Registered Investment Advisory firm based in Boston, Massachusetts. We help individuals and families realize their financial and investment goals by working with them to develop and implement a comprehensive financial strategy.

Artemis offers a fully integrated suite of financial planning, and investment management services. We also have a specialty in divorce financial analysis, utilized by individuals prior to and during the divorce process.

Through our integrated services, we help our clients develop a sense of clarity about their financial goals and confidence in their ability to achieve them. We manage our clients’ investments dynamically, with an approach that is cost effective and tax efficient. We execute, monitor, and adapt their strategies over time through discretionary investment management services, regular review, and ongoing support.   

We are fee-only advisors. We have no financial relationships with any brokerage firms, mutual fund companies, or money managers. The only compensation we receive is from our clients, and it is fully and clearly disclosed prior to our engagement as advisors. 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Women & Wealth
  • Comprehensive Financial Planning
  • Sustainable Investing
  • Retirement Income Planning
  • Investment Management

Ideal Clients

  • Successful Women
  • Financial Servcies Executives
  • Retirees and Near Retirees
  • Growing Families
  • Sudden Money Situations

Working Together

  • Virtual Meetings
  • Complimentary Initial Consultation
  • No Product Sales
  • Clearly Defined Fees
  • In-Office Meetings

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Kathleen McQuiggan is a NAPFA Associate

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Kathleen McQuiggan

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Office Locations:

  • 115 Newbury Street
    Suite 302
    Boston, MA 02116

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