Our Firm

Schooner Financial Associates and its affiliates have been serving individuals and businesses throughout New England for over 25 years. Our offices are located in Newburyport and Hingham, Massachusetts. We currently manage over 5,000 accounts, with more than $200 million invested for our clients.

At Schooner Financial we offer a comprehensive selection of investments including stocks, bonds, mutual funds and annuities. As well as life, disability, health and long term care insurance.

We Are Independent Financial Advisors

With so many alternatives, you’ve probably asked yourself “Who is the best financial professional for me?” An ever-growing segment of the financial services industry is represented by independent professionals like us.

“Independent” means, that while adhering to regulatory parameters, we have the freedom to operate our practice as we deem most suitable, rather than as a large corporation may mandate. Indeed, we are independent business people at liberty to select the most appropriate products or services for you, rather than being subject to restrictive or emphasized selections.



Call us toll free at 800-393-4995













Important Consumer Information

The financial advisors at Schooner Financial Associates are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, GA, FL, IA, IL, MA, MD, ME, MO, MI, NC, NH, NJ, NM, NY, OH, OK, PA, RI, SC, VA, VT, WA, WI and DC. No offers may be made or accepted from any residents outside the specific states referenced.

The associates at Schooner Financial Associates are also separate investment advisors under Schooner Advisory Services, a registered investment advisor, offering advisory services in the state of MA. As such, these services are strictly intended for individuals residing in MA.

A broker-dealer, investment advisor, broker-dealer agent, or investment advisor representative may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment advisor, broker-dealer agent or investment advisor representative registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rending of personalized investment advice for compensation, will not be made without first complying with the appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment advisor, broker-dealer agent, or investment advisor representative, a consumer should contact his or her state securities law administrator.