The AMR Team
Serving the greater Hyannis, MA, area.
Talk to the team
Location
Hyannis, MA, 02601 (508) 771-8900
A team behind every plan
Your goals are our goals. We are a registered investment advisor who understands our clients’ needs. We pride ourselves as a fiduciary, always striving to act in your best interest. We provide a well-defined investment process rooted in a comprehensive financial planning process. Our dedicated team supports client needs with personalized, ethical attention. We believe that clients appreciate the breadth of knowledge and resources that our team provides, along with a caring, personalized relationship where we know our clients and their needs are understood.
In the media
As trusted voices in our industry, the AMR team has been featured in media outlets such as Forbes, Bloomberg, Barron’s, Kiplinger, TheStreet, and more.
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Meet Our Team
Awards & Recognition
View AllEvery detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
Primary office
Hyannis, MA
1575 Iyannough Rd, Suite 1A
Hyannis, MA 02601
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Hyannis, MA
Hyannis, MA 02601
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Something More with Chris Boyd
Economic & Market Outlook with Chris Boyd and Brian Regan
Newsroom and Resources
View AllQ4 2026 Investment Insights
Q3 2026 Investment Insights
Are you Investing? Are You Gambling? Can You Tell the Difference?
The Financial Crisis Changed Me Permanently
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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