Andrew Nadeau, CFP®

Andrew Nadeau, CFP®

Senior Financial Advisor

When I graduated from Endicott College in 2009, the world was a very uncertain place. The country had just reached what would become the bottom of the great recession and recent college graduates such as myself were facing one of the toughest job environments in recent history. This taught me one important life lesson: be prepared.

I was fortunate to land on my feet at Shetland Investments, a single family investment office in Salem, MA. Working as a trader and assistant research analyst, I tried to absorb as much market and investment related information as I could. A few years into this role, I was offered the opportunity to work for Salem Five Investment Services, the wealth management division of Salem Five Bank. During my eight years at Salem Five, I started as an investment analyst and transitioned into a financial consultant before serving as the head of financial planning and investment due diligence. During my tenure at Salem Five, my 2009 life lesson to be prepared kept resurfacing. As a result, it was extremely important to me to obtain the CFP® designation so that I had the education and training in order to prepare clients and provide them the most informed advice I could.

In 2019, I joined Stonehearth Capital Management as a Senior Financial Advisor. I feel fortunate to be a part of an organization with such a rich history and emphasis on providing unbiased holistic financial advice. I look forward to carrying on the traditions the firm has had for over 35 years and continuing to assist clients’ to reach their financial goals.

I currently reside in historic Salem with my wife, Alyssa and our dog Baxter. When I’m not in the office and the Patriots or Bruins aren’t on, chances are I’m either traveling and exploring with my wife, playing fetch with Baxter, or trying a new craft brewery.  

Phone 978-624-3000
Fax 978-624-3007