Tempo Financial Advisors, LLC, is a Registered Investment Advisor located in Metro West Boston. We provide investment management services to individuals, IRAs (traditional, Roth, Rollover), trusts, estates, charitable organizations, corporations, business entities, pension plans, profit sharing plans, and 401(k) plans.

Client Focus

We build strong, long-term relationships with our clients by getting to know their current financial state of affairs, their goals, appetite for risk, and service expectations. The time we invest getting to know our clients enables us to provide individually tailored investment portfolios and service approaches.

Market Focus

In addition to offering portfolio development using time-honored modern portfolio theory, we also offer Tempo's proprietary Dynamic Programs ™. Building on our ongoing study, original research, and over 20 years of experience, our Dynamic Programs ™ strive to preserve and grow wealth by managing risk beyond traditional techniques.

Browse our web site to learn more about Tempo, read newsletters and articles we have written, or to learn more about our Investment Programs.

Please contact us with any questions or if you would like additional information.

Daniel Traub
President, Tempo Financial Advisors, LLC