Breakaway Financial Group, LLC is an independent wealth management firm based in Waltham, Massachusetts. As a dually registered broker-dealer (member FINRA/SIPC) and a Registered Investment Adviser (RIA), the firm provides objective and personalized financial guidance. They specialize in serving individuals, families, and business owners with a suite of services that includes financial planning, retirement planning, investment management, and insurance solutions. The firm leverages the resources of its partner, Commonwealth Financial Network, to support its client service offerings.

Founded in

United States