Veteran Advisors Team Up to Launch New Practice in Massachusetts
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
EverSource Wealth Advisors® is pleased to announce that Glenn Frank, PFS, MS Tax, MBA, and Dan Flanagan, CPA/PFS, CFP®, AEP®, have joined EverSource, launching the Frank and Flanagan Wealth Advisors team in the Boston metropolitan area.
Longtime colleagues, Frank and Flanagan combine their experience in financial planning, wealth management, accounting, tax strategy, and investment education for a holistic approach. The independent practice provides values-driven advice, including personalized investment strategies to align with clients’ principles and priorities.
Advisors affiliated with EverSource are part of a like-minded community with access to integrated operational capabilities and institutional-quality investment solutions.
About EverSource Wealth Advisors
EverSource serves advisors nationally, with a total of $5B+ in assets under management. The Total Support System provides advisors with proprietary technology, regulatory compliance, and investment oversight, with leading national firms serving as custodians for client assets.
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