Peggy M. McGillin,  CFP<sup>&reg;</sup> - Financial Advisor

Peggy M. McGillin, CFP®

MBA

Principal

Journey Wealth Partners

747 Main Street, Suite 120
Concord, MA 01742
FINANCIAL ADVISOR'S WEBSITE
(978) 369-2911 CONNECT WITH Peggy
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General

Peggy McGillin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Journey Wealth Partners in Concord, MA and the surrounding communities.

Financial Advisor Overview

Our clients are experts in their fields and are concentrated in health and technology and are often M.D.'s, Ph.D.'s and Engineers.  We use a transparent and disciplined planning and investment process, based on proven academic and market results to align your finances with the life you want to live.

Our services for Individuals & Families include:

Personal Comprehensive Financial Planning & Investment Management. Rational and efficient investing, no market timing or stock picking. Low cost, globally diversified, efficient investing.


Personal Financial Planning & Investment Management

Specialties:

Personal - No cookie cutter plans.

Accountable - We are your partner in your plan and its execution.

Ongoing - We anticipate how changes will impact your plan. Your plan needs to be dynamic to take advantage of opportunities and flexible to accommodate unexpected events.

Effective - The experience, education and professional network to deliver best in class planning and investment management.

 

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Financial Advisor Experience

Peggy McGillin, MBA and CERTIFIED FINANCIAL PLANNER™, founded Journey Financial Planners, an Independent Investment Advisory Firm registered in the Commonwealth of Massachusetts. 

The best part of working with Journey is that client's get really clear about their choices and priorities and understand why and how your financial decisions truly work. The next best thing is that there is never any doubt that the client's best interest is always at the heart of every and any recommendation as a Fee-only, independent fiduciary.  Peggy earned her MBA from The Stern School of Business at NYU and earned her BS in Finance from Northeastern University. Peggy has worked at three other wealth management firms on both coasts.  The firm is a Member of the Financial Planning Association, Provisors, Concord Independent Business Alliance, The Exit Planning Exchange.   

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

100% independent from broker dealers, banks, insurance and mututal fund companies. Journey only works for the client.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Irregular Income, Real Estate, Insurance, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources