Who We Are
We are financial planners and investment managers.
For over 30 years Pinney & Scofield has worked with individuals and families to help plan for their futures and achieve their most important financial goals. Many of our clients come to us with a specific goal in mind - to pay for college, to purchase a second home or to plan for retirement, for example. They stay with us long-term because they receive a highly personalized experience and consistent, thoughtful and conflict-free advice.
We believe in a fresh, honest approach to financial planning and investing that results in long-term relationships with our clients.
Our Advisors
John Goddard
John has been a partner of the firm since 2014. He is a 1996 graduate of Bentley College with a degree in Economics-Finance. John is a CERTIFIED FINANCIAL PLANNER™ professional. His professional affiliations include the Financial Planning Association® and National Association of Personal Financial Advisors (NAPFA). He has been quoted in national and local publications including the Wall Street Journal and Boston.com. Prior to joining Pinney & Scofield in 2007, John worked at Merrill Lynch, Ameriprise Financial and John Hancock. In his free time, John enjoys reading, basketball, golf, and spending time with his wife and two sons.
Richard Seeley
Richard became a partner of the firm in 2021. He graduated from Rensselaer Polytechnic Institute in 1984 with a degree in engineering and a minor in management. He served over five years in the United States Air Force, during which time he received his MBA. Richard has been in the independent advisory business since 2001, spending five years with Prudential Insurance prior to that. He is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association®. He enjoys being outdoors and on the water with family and friends. He is interested in science and cosmology and is curious about many things. Having grown up in Bergen County, New Jersey, he is torn between rooting for New York area and Boston sports teams.
Mary Evans
Mary joined the firm in 2019. Prior to joining Pinney & Scofield, she was a senior client adviser at TFC Financial Management, an independent financial advisory and investment management firm. She has held the designation of CERTIFIED FINANCIAL PLANNER™ professional since 2010. Mary holds her Bachelor of Science degree from Boston College, with a concentration in accounting. In December of 2006 she completed her Master of Science degree in Financial Planning from Bentley College. Mary previously worked closely with graduate students on career planning and placement at Bentley College and Babson College. She began her career at PricewaterhouseCoopers serving in a variety of roles as a member of the audit staff, in human resources and led the campus recruiting program for the Boston Office. Mary is a certified SHINE (Serving the Health Insurance Needs of Everyone) counselor in Massachusetts, a non-profit organization committed to providing accurate, unbiased health insurance information to Medicare beneficiaries.
Ryan McCarthy
Ryan graduated from the University of New Hampshire where she earned her degree in English Education. As the office manager she is responsible for a multitude of office responsibilities – some including opening of new accounts, managing client requests, internal accounting, and maintaining client information. Ryan joined us in 2008 from another investment advisory firm where she had been for 4 years. In her spare time, she is also a fitness cycle instructor and she and her dog, Sierra, enjoy spending time in the outdoors camping, hiking, and kayaking.
Sierra (2008-2022)
In loving memory…
Sierra graduated from New England Puppy School in 2008 with a degree in obedience. She is in charge of warm greetings at the door and general stress reduction for clients and staff. Sierra joined us from Ocean Spray Labradors. She enjoys fetch, running, eating and sleeping.
Our Philosophy
At Pinney & Scofield, our clients are our first priority. We devote our time to get to know each and every one of you, as well as your individual financial goals and aspirations. We believe in adding value through our financial planning and portfolio management services. As such, we run our business by the following tenets:
Honesty and Integrity
Our business was built on the long-term relationships we have with our clients. Such relationships must be based on trust, and this trust occurs only when we act with the utmost honesty and integrity. We focus on our clients best interests and provide transparency in everything we do.
Fee-Only Advising
We are true fee-only financial advisors. We do not sell products and have no financial relationship with any party other than our clients. Our only source of revenue comes from the value of your portfolio – we do not charge commissions or referral fees. We are, therefore, free to focus on your priorities and to provide you with objective and unbiased advice.
Client Education
We make education an integral part of each client relationship. Developing a solid understanding, both of one’s own situation, and also of the general ways the financial markets work, is very important. It is our experience that our clients will work harder to implement a plan that is clear, reasonable and understood.
Individual Attention
Every client and situation is unique; therefore, we do not provide “cookie cutter” plans or investment recommendations. We tailor the content, scope and presentation of each plan and Investment Policy Statement to each client’s particular situation. This creates successful planning and investing.
Checks and Balances
For over 30 years we have used independent outside custodians to hold our clients’ assets. These custodians independently send confirmations after every trade and provide monthly statements that can be compared with our quarterly reports to verify the holdings are the same. We have always felt this was important from the start of our business, and it is even more important today.