Planning and Investing Customized for You.

Helping You Plan Before You Invest

Plimoth Investment Advisors is a team of financial professionals dedicated to helping our customers achieve their investment goals. Our Investment Officers work with our clients to determine their specific needs and circumstances for both private and institutional clients. Financial services we offer include investment management, trust and estate administration, retirement planning and more!

Why work with us?

  • We have a long history of successful portfolio management.
  • We personalize your investment experience. 
  • Each account is assigned an Investment Officer and a Wealth Management Officer to ensure timely attention to our clients’ specific needs. 
  • Clients get direct phone numbers for each of their team members for convenient support when they need it.

Contact us today!

An important part of planning your financial future is organizing and managing your investments and finances today. Contact us at 508-747-6596 to schedule a consultation.