Philip S. Barnes III, Financial Planner

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Philip S. Barnes III, Financial Planner Get a quote and apply for Life insurance at https://coverpath.massmutual.com//?fg=Philip-Barnes-558689 I am a graduate of St. Member SIPC (www.sipc.org).

I am an established Financial Advisor with more than 15 years of financial advisory experience. At Baystate, I continue to provide a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession. I understand that each client is an individual with unique financial circumstances and concerns and therefore I deliver information on a customized basis. As a client-centric advisor, I always strive to exceed client needs with focus, in-depth advice and a commitment to holistic solutions. Anselm College and live in Scituate, MA with my wife Aimee and my son Henry. I am licensed to sell insurance in AZ,CT,FL,MA,ME,NH,NY,RI,SC, and VT. I am licensed to sell securities in AZ,CA,CT,FL,MA,ME,NH,NY,RI,SC, and VT. I am a registered
representative and offer securities, investment advisory services and financial planning through MML Investors Services, LLC. Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116 617-585-4500

11/03/2026

This hunt won’t turn up buried treasure, but it could bring some of your lost money home.

11/03/2026

U.S. stocks ended the week lower as a sharp tech selloff, including Alphabet’s record drop amid questions about AI spending, outweighed broader market gains. Treasury yields fell as the Fed held rates steady and inflation cooled, while economic data remained resilient. Check out this week’s market perspective to learn more.

11/01/2026

Some prefer to focus instead on rooting out wasteful government spending or on improving the lot of the less well-off.

10/30/2026

As lifespans increase, people have to prepare—mentally and financially—to work well into their 70s and 80s. That’s going to require a new plan.

10/29/2026

Wall Street always seems to have a new favorite word or phrase. Now, the word du jour is "quality."

10/27/2026

This is for everyone who has ever lain awake at night wondering what it’s all for.

10/26/2026

U.S. stocks ended last week mixed as investors moved away from technology and communication services and toward more defensive areas of the market. Treasuries gained on safe-haven demand, while inflation concerns persisted and elevated borrowing costs continued to pressure housing. Dive into this week’s market perspective for more analysis and key takeaways.

10/25/2026

For decades, Elon Musk has mixed resources and ambitions at his two largest companies.

10/23/2026

With disease threatening one of the world’s most popular fruits, researchers are hoping a breakthrough in breeding techniques could give the Cavendish banana a certain future

10/22/2026

AI is becoming part of everyday work whether business owners planned for it or not. The next challenge isn’t adoption. It’s learning how to manage an AI-enabled workforce.

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20 Congress Street
Marshfield, MA
02050

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