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Liam Timmons (CFP®, CIMA®, MBA)

Liam Timmons focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Liam Timmons uses his considerable investment and financial planning expertise to help his clients meet their most important life goals. Long-term relationships built on trust, personalized solutions and a high level of customer service are the cornerstone of each client engagement. Decisions and recommendations are made within the context of a longer-term, comprehensive financial plan that adapts and evolves with the client as needed.

Additional Information

Liam has a Bachelor of Arts (B.A.) in Political Science from Boston College and a Master’s in Business Administration (MBA) with a concentration in Asset Management from the Carroll Graduate School of Management at Boston College where he graduated with top honors.

Liam holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®) designations.

Liam currently serves on the board of directors of the Community Health Systems Foundation and previously served on the board of directors of Highland Country Club in Attleboro, MA. Liam is an active member of the CFA Society Boston, Financial Planning Association, Investments & Wealth Institute, and the Boston College Alumni Association.

Liam is an avid golfer and fisherman and volunteers as a youth ice hockey coach for the Massachusetts Spitfires hockey club in Foxboro, MA. He is married to his college sweetheart and has two beautiful girls who are actively involved in ice hockey and lacrosse.

NAPFA Start Date

June 08, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

300 North Main Street Attleboro, MA 02703 Phone: (774) 331-2172
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