Napier Financial

Financial Services • Braintree, Massachusetts, United States • 11-20 Employees

Company overview

Headquarters	30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184, US
Website	napierfinancial.com
NAICS	52
Keywords	Tax Planning, Business Succession Planning, Wealth Management, Retirement Planning, Financial Planning, Estate Planning
Employees	11-20

Key Contact at Napier Financial

Laura Napolitano Mchaffie

Marketing And Creative Director

Napier Financial Email Formats

Napier Financial uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@napierfinancial.com), used 83.3% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@napierfinancial.com	83.3%
{first name}{last name}	johndoe@napierfinancial.com	16.7%

About Napier Financial

Napier Financial is a fiduciary wealth manager. We act as our clients' Financial Head Coach. Business attorney, private investment reps, P&C agent, CPA, estate planning attorney, life insurance agent; the sheer amount of professional advice in one’s life is overwhelming. From our experience, it is also and grossly inefficient, even when you’ve got professionals that are the best in their arena. The team at Napier solves this underappreciated issue by collaborating with all other professionals involved with a family (and a family business) to ensure that optimal decisions are made in conjunction with one another. We coordinate the services of all professionals to fully support our clients’ goals and dreams. We consolidate the fractured advice they receive and minimize the possibility of something significant falling through the cracks. As a result, we create and maintain ever-evolving financial plans that offer a clear picture and the freedom of financial independence. Napier Financial was built on the belief that traditional financial advisors and wirehouses were largely unable to accommodate the unique needs of complex high net worth families. Napier steps in where other financial professionals can fall short, simply because they’re focused only on their areas of expertise. Napier Financial is a registered investment adviser.

Napier Financial revenue & valuation

Annual revenue	$1,283,325
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,200,000
Total funding	No funding