HMS Financial Group

HMS Financial Group is a wealth management firm in Dedham, Massachusetts, serving individuals and families with personalized financial planning, investment management, and life-stage-specific guidance. The firm specializes in retirement planning, widow and widower planning, divorce financial services, education planning, and money coaching, helping clients navigate transitions with clarity and confidence. With a client-first approach rooted in empathy and education, HMS Financial Group supports residents across Dedham and surrounding areas, including the greater Boston region. The firm holds a 4.50 rating based on client feedback, reflecting strong trust and satisfaction.

Founded in 1988 by Herb Shapiro, the firm is led today by Barbara Shapiro, a Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA), and Certified Financial Transitionalist (CeFT®). Barbara brings over 25 years of industry experience, combining deep financial expertise with personal insight, having lost her husband in 2016, she uniquely understands the emotional and practical challenges of widowhood. The firm operates independently, offering unbiased advice without proprietary products, and leverages its affiliation with a major independent broker-dealer to access a broad range of investment options tailored to each client’s evolving goals.

Located at 333 Elm Street, Suite 210, the firm sits just a short walk from Elm Street and is approximately 0.1 miles from the Yankee Division Highway. It lies within the Dedham Corporate Center area, near Rustcraft Road, South Brook, and Providence Highway, placing it in a well-connected commercial corridor with easy access to regional transit and major roadways.

HMS Financial Group is recognized for its professional credibility, extensive client education resources, and deep community engagement. The firm’s well-documented online presence, including detailed service pages and expert-authored content, underscores its commitment to transparency and client empowerment. Its reputation for thoughtful, personalized guidance has made it a trusted name in financial planning for residents of Dedham and the surrounding region.

With a legacy built on integrity and a focus on life transitions, HMS Financial Group stands as a leading resource for thoughtful financial planning in Dedham, where clients are guided not just toward financial security, but toward a more confident and fulfilling future.