Philip S. Barnes III, Financial Planner

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 inf

ormation 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

09/01/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

09/01/2026

Financialization of Farmland: How Farmers Are Staying Afloat as Crop Prices Plunge

08/30/2026

Homeowner lawsuits against home builders allege mold-related illnesses, while builders say the allegations are off the mark and costing them millions.

08/28/2026

The billionaire philanthropist Bill Gates urges regulation and global coordination to prepare for the likely harms to employment, safety and well-being.

08/27/2026

The Social Security Administration projects that payroll taxes will only be able to fund 78% of Social Security benefits by 2032. That could mean cuts to retirees’ monthly payments. A new analysis predicts which states could see the steepest drop.

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

08/25/2026

This summer's interns may be helping kill future summer internships.

08/23/2026

It takes a little gamesmanship to look your best in the era of employee surveillance.

08/21/2026

CFOs can turn AI’s last-mile challenge into measurable value through stronger ROI discipline, cost transparency, governance and ex*****on.

08/20/2026

Federal Reserve interest rate decisions impact mortgages, loans, savings, and more. To make informed financial choices, monitor these three key rates.

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20 Congress Street
Marshfield, MA
02050

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