This month marks an important milestone in Contravisory’s long-term continuity planning as Liam Noonan has joined the firm. Liam brings experience from Fidelity Investments and Commonwealth Financial Group, and he will be focused on supporting client relationships, enhancing our planning capabilities, and helping us continue to evolve how we deliver advice. His addition reflects our commitment to maintaining the personal, high-touch services that define our firm. 

My father founded this firm in 1972 and would be proud of the success Contravisory has achieved under our stewardship but even more proud that a strategic plan is underway to ensure Contravisory remains family-owned and operated for the foreseeable future.