Cutter Financial Group, LLC is a Massachusetts-based SEC-registered investment advisory firm specializing in comprehensive retirement and wealth management for current and future retirees. Founded by Jeff Cutter, CPA/PFS, with over 25 years of experience, the firm is nationally recognized for its fiduciary approach and has been featured in major media outlets including FOX, NBC, and The Wall Street Journal.
The firm adopts a client-first, fiduciary standard—acting in good faith, avoiding conflicts of interest, and ensuring all advice is thorough and accurate. They focus on helping clients transition from wealth accumulation to distribution, offering tailored strategies for downside risk mitigation, tax efficiency, and long-term financial independence. Their services are designed for retirees and pre-retirees seeking confidence and control over their financial future.
Services Offered
- Financial Planning
- Estate Planning
- Financial Consulting
- Income Planning (including Social Security optimization)
- Investment Planning
- Risk Management
- Advanced Tax Planning
- Legacy Planning
- Retirement Wealth Management
- Budget Planning
- Insurance Products and Annuities (offered through affiliate CutterInsure, Inc.)
Cutter Financial Group serves clients nationally from offices in Falmouth, Duxbury, and Mansfield, Massachusetts. The firm has received multiple “Best of the Upper Cape” and “Best Financial Planning Services” awards based on public votes and emphasizes education through resources like a video library, client blog, and financial calculators.
