Meet the Team



  Adam P. Marino, CFP®, CLTC
  Financial Planner 


Adam Marino works closely with Adam Sachs in continuing to help clients reach their financial objectives. Adam builds significant relationships based on genuine caring, patience and respect. He creates a safe environment for clients to share their goals and dreams and introduces a process that will allow clients to align their intentions with their actions. The real benefit is the clarity, the confidence, and the excitement clients feel in having a strategy in place. In January, Adam was selected as a 2019 Five Star Wealth Manager. He is an active member of NAIFA-Mass, the Masons, and is a volunteer for Cycle for Haylee, Cystic Fibrosis Foundation. Adam can be reached at 781.446.5032 or



  Kathy Maher
  Operations Assistant


Kathy helps facilitate the team's client experience model through ongoing service and communication to ensure a high-level service experience for each client. She is the dedicated contact for our clients when it comes to coordinating review meetings, maintaining and updating client information and responding to questions and concerns. Kathy lives in Dedham with her husband, Jim, and their son, Andrew. Kathy can be reached at 781.446.5020 or


The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. For additional disclosures, click here.