About Darrow Wealth Managment
Darrow Wealth Managment is a Financial Services company based in Concord (United States) founded in 1987 by Tom McFarland. It provides wealth management and financial planning for sudden wealth events like IPOs. It operates on a B2C and Professional Services model in Financial Services and Business Services sectors. Darrow Wealth Managment offers products and services including Wealth Management, Financial Planning, Investment Management, and Tax Planning. Its focus areas include FinTech, Investment Tech, Wealth Management and Sudden Wealth Advisory. Its legal entity is Darrow Wealth Management. Similar companies include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed similar companies has raised funding.
Company details
Darrow Wealth Management is a fee-only registered investment advisor based in Boston and Needham, Massachusetts. They deliver comprehensive services including investment management and financial planning, focusing on individuals facing sudden wealth events such as inheritances or business sales. As fiduciaries, they prioritize clients best interests by offering ongoing support and tax planning, serving executives and business owners across the U.S.
- Headquarters Concord, United States
- Founders Tom McFarland
- SectorsFinancial ServicesBusiness Services
- Website darrowwealthmanagement.com
- Social LinkedIn X Facebook
- Legal Name Darrow Wealth Management
Products & Services of Darrow Wealth Managment
Darrow Wealth Managment offers a comprehensive portfolio of products and services, including Wealth Management, Financial Planning, Investment Management, and Tax Planning.
Comprehensive planning for sudden wealth events and investments.
Ongoing support for financial goals and tax strategies.
Management of assets to align with client objectives.
Strategies to minimize taxes on wealth events.
People of Darrow Wealth Managment
1 people are tracked at Darrow Wealth Managment (1 in leadership).
| Name | Role | Group |
|---|---|---|
Tom McFarland | Founder, President | Leadership |
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Similar companies to Darrow Wealth Managment
Darrow Wealth Managment has 3 listed similar companies in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed similar companies of Darrow Wealth Managment
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Web traffic of Darrow Wealth Managment
Websites that share an audience with Darrow Wealth Managment (darrowwealthmanagement.com).
Websites whose visitors overlap most with Darrow Wealth Managment. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| peakbusinessvaluation.com | 100% | 7.7K | #2,861,368 | View details | |
| foundersnetwork.com | 89% | 64.1K | #588,938 | View details | |
| carta.com | 73% | 2M | #23,894 | View details | |
| mesirow.com | 61% | 30.4K | #954,780 | View details | |
| moderawealth.com | 55% | 15.2K | #1,695,426 | View details |
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Darrow Wealth Managment (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Darrow Wealth Managment
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Frequently Asked Questions about Darrow Wealth Managment
Darrow Wealth Managment was founded in 1987.
Darrow Wealth Managment is headquartered in Concord, United States. It is registered at Concord, New Hampshire, United States.
Darrow Wealth Management is a fee-only registered investment advisor based in Boston and Needham, Massachusetts. They deliver comprehensive services including investment management and financial planning, focusing on individuals facing sudden wealth events such as inheritances or business sales. As fiduciaries, they prioritize clients best interests by offering ongoing support and tax planning, serving executives and business owners across the U.S.
Darrow Wealth Managment's top competitors include Focus Financial Partners, Raymond James and Wintrust.
Darrow Wealth Managment offers Wealth Management, Financial Planning, Investment Management, and Tax Planning.
Darrow Wealth Managment operates through Darrow Wealth Management.