Cutter Financial Group, LLC

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Cutter Financial Group, LLC We utilize a RiskFirst® process combined with quantitative data in an effort to preserve capital during stressful markets. See how CFG can help YOU!

Discover what it means to have added financial confidence in retirement so you can focus on what’s important to you. Cutter Financial Group, LLC (CFG) was founded in 2006 by Jeffrey Cutter, CPA/PFS. As a SEC Registered Investment Advisor, all of CFG's investment advisor representatives are required to work from the fiduciary standard of care. This standard means that we must always put our client's interest first, no matter what. This is not the brokerage industry standard where brokers can operate from a much less restrictive standard of care called suitability. Cutter Financial Group’s philosophy is to focus on the preservation of wealth during both the accumulation and distribution stages of retirement planning. We provide each client with a clear road map as to how to achieve his or her individual financial goals. We believe that if you manage the downside, the upside takes care of itself. CFG is a family run company with offices in Falmouth, Mansfield, and Duxbury. We work with pre-retired and retired investors who want to learn how to manage downside risk and to take control of their financial future. For years, the average retail investor could only use the traditional buy and hold investment strategy. Unfortunately, for so many…The Rules Have Changed!

Happy Labor Day!We hope everyone is enjoying some well-deserved time with friends, family, and loved ones. Wishing you a...
09/07/2026

Happy Labor Day!

We hope everyone is enjoying some well-deserved time with friends, family, and loved ones. Wishing you a relaxing and joyful holiday!

Many expenses are easy to identify month to month—but others tend to show up less frequently and can be overlooked.Over ...
06/18/2026

Many expenses are easy to identify month to month—but others tend to show up less frequently and can be overlooked.

Over time, these less visible costs can have a meaningful impact on overall financial planning.

We put together a brief overview of how to think about monthly expenses more completely:

Learn how tracking fixed, variable, and irregular monthly expenses can strengthen your financial plan and improve long-term decisions.

When evaluating a second home, most people naturally focus on the purchase price.What we often see, though, is that the ...
06/08/2026

When evaluating a second home, most people naturally focus on the purchase price.
What we often see, though, is that the ongoing costs—taxes, insurance, maintenance, and overall impact on cash flow—can play just as important a role over time.
We outlined a few of these considerations in a recent piece:

A second home is more than a purchase. Understand the costs, cash flow, and long-term financial implications before you decide.

Today is the final day of voting for the Cape Cod’s Best Community’s Choice Awards.Cutter Financial Group is honored to ...
05/29/2026

Today is the final day of voting for the Cape Cod’s Best Community’s Choice Awards.

Cutter Financial Group is honored to be nominated, and we’re grateful to everyone who took the time to vote.

https://yourchoiceawards.com/capecod/

Celebrating the best businesses and organizations in the Cape Cod area!

Purchasing a second home involves a range of financial considerations beyond the initial purchase.Jeff Cutter was recent...
05/28/2026

Purchasing a second home involves a range of financial considerations beyond the initial purchase.

Jeff Cutter was recently quoted in ThinkAdvisor sharing general considerations individuals may want to evaluate when making this type of decision.

Whether they're looking for a residence or an investment, there are financing, tax and estate planning issues to consider.

There are only a few days left in the voting round for Cape Cod’s Best Community’s Choice Awards.Cutter Financial Group ...
05/26/2026

There are only a few days left in the voting round for Cape Cod’s Best Community’s Choice Awards.

Cutter Financial Group is honored to be nominated in a few categories:

• Financial Planning Firm
• Best Employer (1–100 Employees)
• Best Investment Firm
• Best Locally Owned Business
• Best Place to Work
• Best Insurance Agency

Voting closes May 29.



Celebrating the best businesses and organizations in the Cape Cod area!

Today, we remember.Memorial Day honors the men and women who gave their lives in service to our country and the families...
05/25/2026

Today, we remember.

Memorial Day honors the men and women who gave their lives in service to our country and the families across New England and beyond who carry that loss every day of every year.

From all of us at Cutter Financial Group, our gratitude is with them, today and always.

We’re honored that Cutter Financial Group has been nominated for the Cape Cod’s Best Community’s Choice Awards.Recogniti...
05/22/2026

We’re honored that Cutter Financial Group has been nominated for the Cape Cod’s Best Community’s Choice Awards.

Recognition from the local community means a great deal to our team, and we’re grateful to be part of this year’s voting round.

Voting is open through May 29.

Celebrating the best businesses and organizations in the Cape Cod area!

A second home can be an exciting decision, but it often involves more than just the initial purchase.Ongoing expenses, c...
05/20/2026

A second home can be an exciting decision, but it often involves more than just the initial purchase.
Ongoing expenses, cash flow, and long-term planning considerations can all play a role.
We recently shared a few thoughts on how to approach this more thoughtfully:

A second home is more than a purchase. Understand the costs, cash flow, and long-term financial implications before you decide.

Voting is open for the Cape Cod’s Best Community’s Choice Awards, and Cutter Financial Group is honored to be nominated....
05/19/2026

Voting is open for the Cape Cod’s Best Community’s Choice Awards, and Cutter Financial Group is honored to be nominated.

Thank you to everyone who took the time to vote.

Voting remains open through May 29.

Celebrating the best businesses and organizations in the Cape Cod area!

Address

84 Davis Straits
Falmouth, MA
02540

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

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