Insights

Niche Market Focus Abbot Financial Management specializes in personalized wealth management and investment services for a diverse client base including individuals, families, corporations, and foundations, providing tailored asset management solutions that emphasize trust and confidentiality.

Growth Potential With revenue estimates between 10 million and 25 million, AFM presents an opportunity for scalable growth by expanding its client outreach and leveraging modern digital marketing channels to increase visibility among high-net-worth individuals and organizations.

Technology Stack Use Utilizing cloud-based and web development tools such as Google Cloud CDN, Microsoft 365, and PHP, AFM demonstrates a modern tech infrastructure that can support enhanced digital client engagement, secure data management, and scalable online services.

Limited Enterprise Resources As a small firm with 2 to 10 employees, there is a significant opportunity to offer targeted services or integrations that help optimize internal workflows, automate client communications, and expand operational capacity without the overheads faced by larger competitors.

Market Positioning Opportunities AFM operates in a competitive landscape with major players like Charles Schwab and Goldman Sachs, indicating potential to differentiate through personalized service, high-touch client support, and niche marketing strategies to attract clients seeking bespoke financial management.

Abbot Financial Management, Inc. Tech Stack

Abbot Financial Management, Inc. uses 8 technology products and services including Google Cloud CDN, Microsoft 365, Google Cloud, and more. Explore Abbot Financial Management, Inc.'s tech stack below.

Google Cloud CDN

Content Delivery Network

Microsoft 365

Google Cloud

Infrastructure As A Service

jQuery

Javascript Libraries

WebsiteBuilder

Page Builders

PHP

Programming Languages

reCAPTCHA

Security

X-Content-Type-Options

Web & Portal Technology

Abbot Financial Management, Inc. Email Formats	Example	Percentage
FLast@abbotfm.com	JDoe@abbotfm.com	38%
First@abbotfm.com	John@abbotfm.com	12%
FLast@abbotfm.com	JDoe@abbotfm.com	38%
First@abbotfm.com	John@abbotfm.com	12%

Abbot Financial Management, Inc. Email Formats

Example

Percentage

FLast@abbotfm.com

JDoe@abbotfm.com

38%

First@abbotfm.com

John@abbotfm.com

12%

FLast@abbotfm.com

JDoe@abbotfm.com

38%

First@abbotfm.com

John@abbotfm.com

12%

Frequently Asked Questions

Where is Abbot Financial Management, Inc.'s headquarters located?

Abbot Financial Management, Inc.'s main headquarters is located at 510 Turnpike Street, Suite 101. The company has employees across 1 continents, including North America.

What is Abbot Financial Management, Inc.'s official website and social media links?

Abbot Financial Management, Inc.'s official website is abbotfm.com and has social profiles on LinkedIn.

How much revenue does Abbot Financial Management, Inc. generate?

As of December 2025, Abbot Financial Management, Inc.'s annual revenue is estimated to be $3M.

What is Abbot Financial Management, Inc.'s SIC code NAICS code?

Abbot Financial Management, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Abbot Financial Management, Inc. have currently?

As of December 2025, Abbot Financial Management, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include President: A. N.Office Manager: C. A.Office Manager: C. A.. Explore Abbot Financial Management, Inc.'s employee directory with LeadIQ.

What industry does Abbot Financial Management, Inc. belong to?

Abbot Financial Management, Inc. operates in the Investment Management industry.

What technology does Abbot Financial Management, Inc. use?

Abbot Financial Management, Inc.'s tech stack includes Google Cloud CDNMicrosoft 365Google CloudjQueryWebsiteBuilderPHPreCAPTCHAX-Content-Type-Options.

What is Abbot Financial Management, Inc.'s email format?

Abbot Financial Management, Inc.'s email format typically follows the pattern of FLast@abbotfm.com. Find more Abbot Financial Management, Inc. email formats with LeadIQ.

When was Abbot Financial Management, Inc. founded?

Abbot Financial Management, Inc. was founded in 1983.

Abbot Financial Management, Inc.

Q: What technology does Abbot Financial Management, Inc. use?

Abbot Financial Management, Inc.'s tech stack includes Sentry, Module Federation, RequireJS, TweenMax, Sirvoy.

Investment ManagementMassachusetts, United States2-10 Employees

Abbot Financial Management is a privately-owned, independent asset manager and wealth management firm, serving our clients and community with integrity since 1983. AFM provides investment services on a “fee only” basis. The firm’s client list includes individuals, families, corporations, retirement plans and foundations.

AFM assists their clients in achieving a consistent, dependable, investment return from a high quality portfolio of stocks and bonds. While being sensitive to each individuals client’s risk parameters and objectives, it is our goal to protect assets and grow principal. Flexibility, communication and customer service are our hallmarks.

Clients look to AFM for sound financial management, to preserve, protect, and grow assets. They receive an investment strategy based on their needs; a disciplined approach to investing; communication and confidentiality.

Please call us at (978) 688-9010 to arrange a no obligation conference. We would be pleased to meet with prospective clients to discuss how AFM can provide you with investment counsel.

Insights

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