Philip S. Barnes III, Financial Planner

Philip S. Barnes III, Financial Planner Get a quote and apply for Life insurance at https://coverpath.massmutual.com//?fg=Philip-Barnes-558689 I am a graduate of St. Member SIPC (www.sipc.org).

I am an established Financial Advisor with more than 15 years of financial advisory experience. At Baystate, I continue to provide a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession. I understand that each client is an individual with unique financial circumstances and concerns and therefore I deliver inf

ormation on a customized basis. As a client-centric advisor, I always strive to exceed client needs with focus, in-depth advice and a commitment to holistic solutions. Anselm College and live in Scituate, MA with my wife Aimee and my son Henry. I am licensed to sell insurance in AZ,CT,FL,MA,ME,NH,NY,RI,SC, and VT. I am licensed to sell securities in AZ,CA,CT,FL,MA,ME,NH,NY,RI,SC, and VT. I am a registered
representative and offer securities, investment advisory services and financial planning through MML Investors Services, LLC. Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116 617-585-4500

06/04/2026

The gap between the market’s earnings yield and bond yields has narrowed, a measure that has at times predicted subpar stock returns.

06/02/2026

College-educated men lead the way among dads sacrificing hours at work for time at home.

06/02/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

05/31/2026

Self-employment can be a powerful wealth builder, but self-employed entrepreneurs often sleepwalk into a retirement-readiness crisis.

05/29/2026

As AI agents master ex*****on, the real divide in the workplace is no longer between managers and employees — but between people who merely follow instructions and those who can navigate ambiguity, exercise judgment and own outcomes.

05/28/2026

Getting a piece of AI powerhouses SpaceX, OpenAI, and Anthropic isn’t easy pre-IPO. It isn‘t impossible, though. Here’s how you do it.

05/27/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

05/26/2026

The White House estimated the average tax refund would grow by about $1,000 during the 2026 tax filing season.

05/24/2026

How much your heirs inherit depends on where you lived. Here’s a state-by-state guide to estate and inheritance taxes and onerous probate fees.

05/22/2026

For small business owners, the ability to spot problems early may be the most important capability AI provides.

Address

20 Congress Street
Marshfield, MA
02050

Telephone

+17813191438

Website

Alerts

Be the first to know and let us send you an email when Philip S. Barnes III, Financial Planner posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category