Investment Advisory Group

Investment Advisory Group is a financial planner in Hanover, MA, serving individuals, families, small business owners, and multi-generational households with personalized financial planning. The firm specializes in retirement planning, college funding, home ownership, second careers, estate planning, and wealth preservation, emphasizing a client-centered approach that begins by understanding each person’s unique goals, values, and life picture. With over 90 years of combined experience among its team members, the firm focuses on creating tailored financial strategies rather than offering one-size-fits-all solutions. It is headquartered at 51 Mill St in Hanover, Massachusetts, and serves clients throughout the local area.

The firm’s approach centers on the idea that the most important part of a puzzle is the picture on the box, meaning clients’ long-term life goals come first. Advisors begin by listening deeply to understand personal aspirations, financial circumstances, and future hopes before assembling financial strategies. The team, led by Jay Richards, a CFP® with over 35 years of experience and multiple industry registrations, brings a comprehensive perspective to planning, including expertise in insurance, investment, and compliance. The firm also supports community causes, including the Dana Farber Cancer Institute and the Boys & Girls Club of America.

Located on Mill Street in Hanover, the firm sits about 0.2 miles from Washington Street and Emilson YMCA, within a short distance of Third Herring Brook and the EPA Research/Conservation Area. It is also approximately 0.5 miles from Pilgrims Highway, a major regional route, and near Conservation Land, a protected natural area. The office is situated in a quiet, accessible part of town, surrounded by green space and local infrastructure.

While specific rating or review data is not available, the firm’s emphasis on individualized planning, deep client engagement, and extensive professional experience reflect a strong commitment to personalized financial guidance. Its focus on aligning financial strategies with personal life goals sets it apart as a trusted partner in Hanover’s financial services community.