First National Advisors

First National Advisors FNA is a full-service wealth management firm and Registered Investment Advisor (RIA)

Welcome to First National Corporation, a full-service wealth management firm and Registered Investment Advisor (RIA) dedicated to helping small business owners, healthcare professionals, and affluent families address their complex financial planning needs. Based in Rockland, MA, just south of Boston, our clients have trusted us to provide the knowledge, experience, and insight to help them achieve

their long-term financial goals in an increasingly complex economic environment. Committed to building lifelong client relationships, our goal is to serve as your trusted advisor and primary resource for financial advice, information, and services. We help create financial clarity and strategy, implement customized investment portfolios, and protect assets using carefully selected insurance and annuity products. We also offer our own alternative investment strategy, The Chapoquoit Managed Account, as well as planning for effective Company-Sponsored Retirement Plans, including 401(k), 403(b), and pensions. We invite you to contact us today at 781-878-7757 to learn more about First National Corporation and how we can help you achieve a stronger financial future.

It's official! We have joined Mariner. We are excited to become part of their family! Please make sure you are following...
01/06/2026

It's official! We have joined Mariner. We are excited to become part of their family! Please make sure you are following us to receive the latest insights, investment and financial planning advice.

The latest news and updates from Mariner.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
02/24/2025

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

Assets minus liabilities = net worth. When was the last time you calculated yours?
02/17/2025

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
02/10/2025

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drov...
02/07/2025

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | February 2025 U.S. Markets Stocks rallied in January on upbeat Q4 corporate reports and solid economic news that quieted talk of an inflationary comeback. The Dow Jones Industrial Average led, tacking on 4.7 percent. The Standard & Poor’s 500 stock index picked up 2.7 per...

The savings rate is the government’s estimate of how much U.S. households are saving.
02/03/2025

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
01/27/2025

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn mo...
01/20/2025

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

U.S. Service Members should consider taking advantage of programs that are available.
01/13/2025

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights break...
01/08/2025

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights breaks down what drove performance and what investors are watching in 2025.

Quarterly Market Insights | January 2025 U.S. Markets Stocks posted solid gains in Q4 as investors navigated the presidential election, overseas unrest, and Fed rate cuts. The Standard & Poor’s 500 Index rose 2.07 percent, while the Nasdaq Composite surged 6.17 percent. By contrast, the Dow Jones ...

Business owners should consider a succession plan sooner rather than later.
01/06/2025

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Address

300 Ledgewood Place, Ste 101
Rockland, MA
02370

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17818787757

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First National Corporation ("FNC") is a Registered Investment Advisor located in the State of Massachusetts. FNC provides investment advisory and related services for clients nationally. FNC will maintain all applicable registration and licenses as required by the various states in which FNC conducts business, as applicable. FNC renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.