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Two trusted names have come together
to serve you better.
HMS Financial Group and Petersen Advisors have united — combining decades of personalized financial care, a shared commitment to clients, and now an expanded team and broader resources, all in service of your financial future.
Your accounts, your advisor relationships, and your financial plans remain intact. This partnership is designed to be seamless for you — with more resources and expanded services now at your fingertips.
A seamless, supported union
We know change can feel unsettling, especially when it comes to your financial life. Here’s exactly what you can expect as our two firms come together.
Your existing accounts, investments, and portfolios remain in place. No action is required on your part to maintain continuity. Everything moves with you.
The people who know your story, your goals, and your family are still here. Your HMS advisor relationships continue with you under the Petersen Advisors umbrella.
You’ll now have access to Petersen’s full suite — wealth management, estate planning, tax planning, and more — delivered with the same empathetic care you’ve always known.
Questions? Our combined team is available by phone or email to walk you through any aspect of our partnership at a pace that works for you.
Everything you had, and more.
All the HMS Financial Group services you’ve relied on are preserved — now enriched by the full breadth of Petersen Advisors’ capabilities. The best of both firms, working together for you.
- Financial Planning
- Retirement Planning
- Widow & Widower Planning
- Divorce Financial Services
- Education Planning
- Money Coaching
- Wealth Management New
- Estate Planning New
- Investment Management New
- Tax Planning New
- Insurance Planning New
- Special Needs Planning New
A kindred firm built on family values since 1990
Petersen Advisors has its roots in a family-owned broker-dealer with a culture of sound investment principles and integrity. Today, their experienced team serves clients across multiple offices — including right here in Dedham — with comprehensive, personalized financial strategies that adapt to whatever life brings.
Like HMS, Petersen puts clients first — crafting holistic financial plans built around your unique goals, values, and stage of life. By joining forces, our combined firm offers the warmth and personal relationships you’ve always counted on, backed by greater depth and resources.
“Custom plans for every stage of life. Wherever you go, we’ll go there with you.”Petersen Advisors
We’re close by
Two firms, one mission —
your financial future.
Visit Petersen Advisors to explore our united team, discover the full range of services, and take the next step with confidence.