SMB Financial Strategies

SMB Financial Strategies 💼 Financial + Investment Guidance
💰 Plan, grow & preserve wealth
🗓️ Book a free Discovery Call below! Securities offered through LPL Financial, Member SIPC

Welcome, I’m Sarin Barsoumian, CFP®, CRPC®, an independent financial advisor with LPL Financial. My top priority is to help clients make strategic financial decisions. I’ll take the time to listen and understand your goals, and help you build a plan to pursue them. My clients choose to work with me because I am honest, helpful, and a CERTIFIED FINANCIAL PLANNER™. This credential demonstrates my co

mmitment to my clients and my profession — symbolizing the integrity, knowledge and excellent service I strive to deliver. My independence affords you the benefit of personalized investment strategies. Being independent means I am free to recommend only those products and services that address my clients’ needs. Access to independent research enables me to choose investments solely on the merits of their characteristics and their suitability for your financial goals. With increasing uncertainty in today’s financial markets, these are the times when you most need independent advice. Contact me today to learn more about how I can help you pursue your financial goals. CRPC conferred by College for Financial Planning. Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

There's been a lot of conversation around the new Trump Accounts, and many parents are wondering what they are and wheth...
07/22/2026

There's been a lot of conversation around the new Trump Accounts, and many parents are wondering what they are and whether their child qualifies.

In this months blog, we're breaking down how these new accounts work, who is eligible for the government's $1,000 contribution, what happens when a child turns 18, and how these accounts may fit into your family's overall financial plan.

As with any new financial opportunity, it's important to understand how it aligns with your bigger picture before making any decisions.

Read the full blog at the link in our bio (or on our website)! 💻

07/16/2026

Behind every financial plan is a team that genuinely cares. 💙

Let us introduce you to the people you’ll see in our office, on your calls, and working behind the scenes to help make your experience at SMB Financial Strategies a great one.

From our passion for financial planning to our love of travel, books and even dance parties, we’re a team dedicated to helping our clients feel confident and supported every step of the way.

Watch to meet Sarin, Liana, and Kim, and learn a few fun facts about each of us!

07/16/2026

Behind every financial plan is a team that genuinely cares. 💙
 
Let us introduce you to the people you’ll see in our office, on your calls, and working behind the scenes to help make your experience at SMB Financial Strategies a great one.
 
From our passion for financial planning to our love of travel, books, and even dance parties, we’re a team dedicated to helping our clients feel confident and supported every step of the way.
 
Watch to meet Sarin, Liana, and Kim, and learn a few fun facts about each of us!
 
TeamSpotlight

07/15/2026

Feeling overwhelmed by your finances and not sure where to start?

You're not alone. Between retirement planning, taxes, and everything else life throws your way, it can be hard to know what should be on your radar and what can wait.

That's exactly why we created our financial planning checklists.

Whether you're starting a family, preparing for retirement, navigating a career change, or simply trying to get organized, our checklists can help you identify important planning opportunities and take the next step with confidence.

Visit our website to download the checklist that best fits your stage of life and start checking a few things off your list today. ✔️

Book club is tonight 📚We’re discussing The Personal Librarian by Marie Benedict and Victoria Christopher Murray. A fasci...
07/09/2026

Book club is tonight 📚

We’re discussing The Personal Librarian by Marie Benedict and Victoria Christopher Murray. A fascinating story inspired by the life of Belle da Costa Greene, the woman who rose to become J.P. Morgan’s personal librarian while carrying a closely guarded secret.

Rich with history, ambition, resilience, and identity, this book gives us plenty to talk about. Whether you were captivated by Belle’s journey, intrigued by the historical backdrop, or inspired by her determination, we can’t wait to hear your thoughts.

See you tonight for a great conversation!

07/08/2026

New around here? 👋

Meet Sarin.

Financial planner, business owner, wife, mom, and the person who started SMB Financial Strategies with a simple belief: financial advice should feel personal.

What began as a passion for helping people make confident financial decisions has grown into a firm built around relationships, education, and planning that puts people first.

Whether you're preparing for retirement, navigating a major life change, or simply trying to make smarter financial decisions, we're glad you're here.

Thanks for following along and being part of our community. 💙

07/08/2026

New around here? 👋 

Meet Sarin.

Financial planner, business owner, wife, mom, and the person who started SMB Financial Strategies with a simple belief: financial advice should feel personal.

What began as a passion for helping people make confident financial decisions has grown into a firm built around relationships, education, and planning that puts people first.

Whether you’re preparing for retirement, navigating a major life change, or simply trying to make smarter financial decisions, we’re glad you’re here.

Thanks for following along and being part of our community. 💙

FinancialAdvisor

In observance of Independence Day, our office will be closed on Friday, July 3rd. 🎆We'll be back in the office on Monday...
07/02/2026

In observance of Independence Day, our office will be closed on Friday, July 3rd. 🎆

We'll be back in the office on Monday, July 6th.

Wishing you a safe, happy, and memorable Fourth of July weekend! 🌟

Happy 4-Year SMB Anniversary, Liana! 🎉Four years of helping clients navigate life's financial milestones, building meani...
06/30/2026

Happy 4-Year SMB Anniversary, Liana! 🎉

Four years of helping clients navigate life's financial milestones, building meaningful relationships, sharing your expertise, and making a lasting impact every step of the way.

From financial plans to friendly conversations, your dedication, kindness, and passion shine through in everything you do.

Here's to four amazing years and all the exciting opportunities still ahead! 💜✨

A referral from a friend turned into a trusted planning relationship and that never stops meaning so much to us. 💚Helpin...
06/26/2026

A referral from a friend turned into a trusted planning relationship and that never stops meaning so much to us. 💚

Helping clients align their portfolios with their goals, especially as retirement gets closer, is about creating a plan that feels clear, intentional, and built around the life they want to live.

We’re grateful for clients like Susan who trust us to walk alongside them through every stage of planning. ✨

Address

1 Garfield Circle Unit 2
Burlington, MA
01803

Telephone

+17818635800

Website

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