At Safe Port Financial Associates, LLC, we believe that everything starts with the Client and all client relationships start with a Plan. We review and update all plans annually. Costs matter. Taxes matter. Patience is key. Our independence is paramount. Our objectivity is ingrained. Our desire to help people is authentic. We strive to be accountable and accessible to all our Clients.
Our Team
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Gary L. Porter
Our founding member, Gary Porter, entered into the Financial Planning industry in 1987. In 2000, Gary transitioned forward to focus solely on Wealth Management for his clientele.
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Michael R. Buxbaum
Since 1990, Michael R. Buxbaum has been advising clients in all matters of financial planning. Giving the right advice, at the right time, for the right reasons is Michael’s motivating force.
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Mary Porter
Mary Porter has worked in the financial services industry for over 25 years. She has been with Safe Port Financial for the last 10 years as an Administrative Assistant.
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Joyce McCarthy
Joyce McCarthy serves as your daily point of contact for assistance and service. Joyce has been Michael’s assistant since 2011.
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Jeana Markowitz
Jeana Markowitz has been an integral part of the Safe Port Financial team for the past 15 years. She currently serves as the Office and Client Relations Manager.
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Our Broker/Dealer
What is a broker/dealer?
A broker/dealer is a company that a registered investment professional is required to affiliate with in order to buy and sell investment products on behalf of investors. The Securities and Exchange Commission (SEC) delegates the supervision of financial advisors to the Financial Industry Regulatory Authority (FINRA). FINRA, in turn, requires us to choose a broker/dealer to partner with on your behalf.
Why Commonwealth Financial Network®?
The fact that we've chosen to work with Commonwealth Financial Network® (Commonwealth), an independent broker/dealer–RIA, means that our firm remains independent, too. We are free to act solely in your best interest, without bias and without pressure to promote a particular product or strategy. It's a model that differs from that of some other, larger financial firms known as wirehouses, whose financial representatives are accountable not just to their clients, but also to the parent company that employs them.
Commonwealth is also independently owned and managed, which means the firm retains the freedom to allocate resources where they're needed and to act in the best interests of its financial advisors and their clients—not shareholders.
How Commonwealth helps us help you
Commonwealth goes far beyond what's required of a broker/dealer; the entire organization is built around doing whatever it takes to satisfy not only the advisors who work with the firm, but the clients of those advisors as well. It's that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for our firm to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
What We Do
No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. We help you simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.
Contact
People
Michael R. Buxbaum, CFP®
mbuxbaum@safeportfinancial.com
Gary Porter, ChFC®
gporter@safeportfinancial.com
Location
108 East Main Street Suite 2
Gloucester, MA 01930
Call Us
Ph (978) 281-6600
Fx (978) 281-6446