Maureen Demers
CFP®
Demers Financial Planning
Principal
Maureen Demers
CFP®
Demers Financial Planning
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Maureen Demers, CFP®
Fee-Only financial planner located in North Andover, MA, serving clients locally and across the country
Maureen Demers is the owner of Demers Financial Planning and a Certified Financial Planner ™ practitioner. She advises professional women approaching retirement with objective, tax-focused services. She understands the unique challenges faced by women in this “sandwich generation” , including work/life balance and the pursuit of financial security. She began working in the financial services industry in 1989, and providing fee-only financial planning services to individuals, couples and businesses in 1996. As a Certified Financial Planner ™ practitioner, Maureen has met the high standards in education, experience, examination and ethics required by the CFP® Board. She is qualified to address the broad range of financial topics that should be included in your financial plan.
Maureen is a NAPFA-Registered Financial Advisor®. NAPFA (National Association of Personal Financial Advisors) has the highest membership standards in the industry including peer review and 60 hours of continuing education every 2 years.
Maureen is a Registered Investment Advisor in the state of Massachusetts. As a fee-only firm, Demers Financial Planning sells no products nor receives any commissions or referral fees from any non-client source, thus striving to avoid conflicts of interest. She is a graduate of the Boston University Financial Planning Certificate Program, and holds a BA from Emmanuel College.
Maureen Demers 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
Demers Financial Planning offers peace of mind through sound financial planning advice regarding investments, insurance, pensions, retirement, estate planning and general financial matters. My mission is to be a trusted advisor, helping people make smart choices about their money so they can have the kind of life they want to live.
Whatever your current situation, financial concerns have an impact on your life and relationships. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.
Maureen is a Registered Investment Advisor in the state of Massachusetts. As a fee-only firm, Demers Financial Planning sells no products nor receives any commissions or referral fees from any non-client source, thus striving to avoid conflicts of interest.
Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- College-bound families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Maureen Demers is a NAPFA-Registered Financial AdvisorThe 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.
-
Maureen Demers is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Maureen Demers is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
-
Maureen Demers is a Member of the Alliance of Comprehensive Planners (ACP)Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
-
Demers Financial Planning is an Approved Dimensional Funds AdvisorDimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.
-
Maureen Demers is a Member of the National Association of Tax Professionals (NATP)The National Association of Tax Professionals (NATP) believes that all taxpayers should be supported by caring and well-educated tax professionals. NATP members are industry leaders who hold an exceptional understanding of how to apply the federal tax code to their clients’ unique situations.
Contact Maureen Demers
Office Locations:
-
800 Turnpike St
Ste 300
North Andover, MA 01845
