Darrow Wealth Management

Darrow Wealth Management is a Wealth Management firm in Needham, MA. The firm specializes in planning for sudden wealth events and liquidity events, typically from stock options after an IPO, inheritance, or selling a business. Darrow offers one service: wealth management, which combines ongoing investment management and financial planning. The firm works with early employees, founders, and executives with stock options and equity compensation, as well as individuals expecting a windfall from an IPO or acquisition. Darrow is a fee-only fiduciary registered investment advisor that does not sell securities, investment products, or receive commissions. The firm requires a minimum of 2 million in investable assets. Darrow has offices in Boston and Needham but serves clients across the country.

Founded in 1987 by Tom McFarland, Darrow Wealth Management is now a second-generation family business. Tom retired in 2022, and his daughter, Kristin (McFarland) McKenna CFP®, joined the team in 2014 and serves as President and sole shareholder. In 2023, Kristin received the InvestmentNews 40 Under 40 recognition. The advisory team includes CERTIFIED FINANCIAL PLANNER™ professionals, a Certified Public Accountant, a Chartered Financial Analyst®, an Accredited Estate Planner®, and a licensed attorney with an LLM in Taxation. Michelle Wells leads portfolio management, operations, and compliance. The firm uses a blended approach with publicly-traded ETFs and mutual funds to develop asset allocation. They utilize proprietary model portfolios and Monte Carlo analysis for retirement planning. Darrow provides tax positioning, estate planning, and situational analysis as part of a long-term partnership.

Darrow Wealth Management is an independent, fee-only fiduciary registered investment advisor located at 200 Reservoir St #303.

The firm’s standing is defined by its fee-only compensation model and fiduciary duty to act in the sole benefit of clients. It has served the community since 1987 and is a second-generation family business. The team holds multiple professional designations including CFP®, CPA, CFA®, and AEP®.

Darrow Wealth Management combines deep expertise in sudden wealth planning with a fiduciary commitment to help high-net-worth clients in Needham and across the U.S. manage complex financial transitions.

Darrow Wealth Management is located on Reservoir Street in Needham, Massachusetts, just a tenth of a mile from Yankee Division Highway and Central Avenue.

BizScoreAI awarded the firm a Content Quality score of 100 out of 100, which ensures the website answers customer questions clearly so AI assistants can quote the information directly. The business achieved a Technical score of 89 out of 100.