Advice you need. Service you deserve.
Advice you need. Service you deserve.

Awards

Forbes Best in State 2020
Robert Farrell, Executive Vice President/Wealth Management, Financial Advisor has been named to the Forbes 2020 Best-In-State Wealth Advisors list. “Congratulations to Bob for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Bob represents the best of our industry,” said Jerry Lombard, President, Private Client Group.

Forbes Best in State 2021
Robert Farrell, Executive Vice President/Wealth Management has been named to the Forbes 2021 Best-In-State Wealth Advisors list. “Congratulations to Bob for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Bob represents the best of our industry,” said Jerry Lombard, President, Private Client Group.

Forbes Best In State 2022
Robert Farrell, Executive Vice President/Wealth Management, Financial Advisor has been named to the Forbes 2022 Best-In-State Wealth Advisors list. “Congratulations to Bob for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Bob represents the best of our industry,” said Jerry Lombard, President, Private Client Group.
Our Team
The Farrell Wealth Management Group strives to provide personalized service through Financial Planning and Tax Efficient Investing as we guide our clients through the phases of investing: Wealth Accumulation, Wealth Preservation, Wealth Distribution.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.

VIDEO: RETIREMENT ON YOUR TERMS
For clients who choose to engage with us in an advisory capacity, we utilize a three bucket retirement strategy called Retirement on Your Terms. Our approach matches your money to three different timelines - short term, mid term, and long term. All designed on your terms.

Tax Efficient Investing
When it comes to tax planning and your investments, it can be difficult to know where to start. Your portfolio and your resulting tax picture can change quickly because of market volatility. Vigilance is necessary to achieve both your tax and investment goals.
Working With A CFP®
A CFP® professional is trained to develop and implement comprehensive financial plans for individuals, businesses, and organizations.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 08, 2022

Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022

9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2022 Year In Review
Every January, it’s customary to look back at the year that was. What were the highlights? What were the “lowlights”? What events will we always remember? Most importantly, what did we learn?

THIRD QUARTER 2022 MARKET REVIEW
Bob Farrell examines market and economic environments through 3Q22.

The Bear is Back
Have you ever been caught in rush hour traffic, and the lane you’re in just won’t budge? Meanwhile, the lane next to you seems to be moving just fine. So, as soon as you see an opening, you merge into that lane – only to immediately slam on your brakes. Now the new lane is backed up! So, you try again…until you find yourself in the very lane that’s closed off and causing a traffic jam in the first place. This is what emotional, undisciplined investors do during bear markets.
Office Information