Gagnon Investment Advisory Services, LLC helps you reach your financial goals.

Perhaps you want to pay for a child’s education. Or, maybe you are at the stage in life where you must plan for retirement or want to create a family legacy for your children. With your goals in focus, we explore your concerns about risk. You get a plan and portfolio specially tailored to you-embodying the way you feel about risk, your temperament and your means.

Gagnon Investment Advisory Services, LLC practices investment management by combining the ability of understanding people with the mathematics of asset allocation. You will receive advice steeped in academic principles and research about the benefits of portfolio diversification. A portfolio will be designed for you aiming to preserve your wealth and that aims for the best returns with your personal risk tolerance as a key factor.

Joan Gagnon, the founder of our firm, has been a practicing CPA since 1985. So your tax situation is always a consideration in your investment plan. After all, it’s what you keep that matters.

And because our firm is paid on a “Fee Only” basis, we do not take commissions for selling any products. This approach provides you with objective advice. A variety of engagement options are available to fit your needs, from fixed fees to hourly consultation.

Learn how Gagnon Investment Advisory Services, LLC can help you achieve your goals today.