Cutter Financial Group, LLC Email Format

Financial ServicesMassachusetts, United States2-10 Employees

Cutter Financial Group, LLC is a Massachusetts-based financial services firm that operates as a SEC-registered investment adviser, founded in 2006 by Jeffrey Cutter, CPA/PFS. As a registered adviser, all investment adviser representatives must follow a fiduciary standard, requiring them to act in their clients' best interests at all times. The firm focuses on preserving wealth through retirement planning, providing clients with a clear plan to reach individual financial goals and prioritizing downside risk management across both the accumulation and distribution phases. 

The client base consists of pre-retired and retired investors who want to learn how to manage downside risk and take control of their financial future, with a family-run operation serving communities in Falmouth and neighboring towns. In 2026, reports indicate a regulatory action where the SEC charged Cutter Financial Group and its founder over disclosures related to insurance commissions on certain product recommendations.

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