1620 Investment Advisors, Inc. is a boutique wealth management firm that operates on a fee-only basis, emphasizing its role as a fiduciary to its clients. The firm offers comprehensive and personalized financial planning, portfolio management, and investment advisory services. Its mission is to build long-term client relationships by creating customized strategies to help individuals and families achieve their financial goals. The company's name is a reference to the year the Mayflower landed at Plymouth Rock, symbolizing diligent planning for new beginnings and future journeys.

Founded in

United States