New England Investment and Retirement Group

What New England Investment and Retirement Group does

New England Investment and Retirement Group (NEIRG) is a private, North Andover, Massachusetts-based wealth management advisory firm founded in 1995 by Nick Giacoumakis. It serves high-net-worth individuals and families, business owners, and institutional clients with personalized financial planning, investment management, and retirement planning. The firm operates as an advisory office within the Focus Partners Wealth network, which itself sits inside the Focus Financial Partners holding company — gaining it access to a national network of specialized professionals across tax, estate, family office, CFO, lifestyle, and institutional disciplines.

The core service stack centers on wealth management, investment planning, and a structured wealth planning process, supplemented by add-on modules including Family Office Services, CFO Services, Tax Services, Budget Services (familybudgetexpert.com), Divorce & Dispute Resolution, Business Owner Services, Lifestyle Services, Institutional Services, and Retirement Solutions for employer plans. The underlying technology is described only generically as a wealth management platform with research-backed investment strategies and integrated financial planning tools; no proprietary AI, API, or platform components are disclosed.

NEIRG generates revenue through advisory fees (likely tied to assets under management, retainer arrangements, or both — typical of the wealth management industry). Distribution is primarily relationship-based via direct advisor channels and the Focus Partners Wealth "Find an Advisor" discovery portal. The firm was not separately disclosed in USA TODAY's 2026 Best Financial Advisory Firms rankings; that recognition applies to the parent Focus Partners Wealth brand rather than NEIRG specifically.

Name

New England Investment and Retirement Group

Legal name

Focus Partners Wealth

Website

https://neirg.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

New England Investment and Retirement Group is a private, North Andover, MA-based wealth management advisory firm founded in 1995 that serves high-net-worth individuals, families, business owners, and institutional clients as an advisor office within the Focus Partners Wealth network.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)

akta.pro secondary industries

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Wealth management advisory
• Retirement planning
• Investment planning
• Financial planning services
• Wealth advisory

Headquarters

HQ city

North Andover

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Advisory Services: The firm provides comprehensive wealth management services including investment planning, wealth planning, and specialized planning. Revenue is generated through advisory fees, likely based on assets under management (AUM) or retainer arrangements typical of wealth management firms.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

New England Investment and Retirement Group provides personalized wealth management, retirement planning, and investment advisory services to individuals, families, business owners, and institutional clients. The firm delivers research-backed investment strategies, a structured wealth planning process centered on client values and goals, and access to specialized modules including tax planning, CFO services, family office services, retirement plan solutions, and institutional investment management.

Product overview

Focus Partners Wealth is a comprehensive wealth management advisory firm offering a unified platform of financial services centered around personalized wealth advice. The core offering consists of Wealth Management, Investment Planning, and a structured Wealth Planning Process, supported by an extensive suite of specialized modules including Family Office Services, Tax Services, CFO Services, Business Management, Budget Services, Divorce & Dispute Resolution, Business Owner Services, Lifestyle Services, Institutional Services, and Retirement Solutions. The firm positions its network of specialized professionals as a key differentiator, allowing advisors to connect clients with appropriate specialists across the country.

Differentiator

Problem solved

Functional benefit

Brands

• Focus Partners Institutional: Institutional services providing fiduciary excellence and investment solutions for institutional clients.
• Family Office Services
• CFO Services

Products and services

• Wealth Management

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Focus Financial PartnerscoreOthersFocus Partners Wealth is part of the Focus Financial Partners network, a larger wealth management holding company. The firm maintains separate websites for advisor solutions (advisor.focuspartners.com) and the parent company (focusfinancialpartners.com), indicating an affiliated but distinct operational structure.

Scale indicators2 records

Recent moves3 records

Expansion highlights4 records

Direct peers

• Moneta Group: Independent RIA providing wealth management, retirement plan, and family office services. Comparable mid-size RIA with similar multi-discipline offering to HNW and business-owner clients.
• CAPTRUST: Independent RIA focused on retirement plan advisory and wealth management for institutions and HNW individuals. Directly comparable in the retirement-plan advisory vertical.
• Cresset Capital: Multi-family office and private investment firm delivering wealth advisory, tax, and family office services to HNW families and institutions — comparable full-service advisory model.
• Pathstone: Independent wealth management firm offering family office, investment advisory, and institutional services to HNW families and foundations. Similar integrated service model and target clientele.
• Carson Group: Wealth management firm and advisor network offering financial planning, investment management, and business coaching to advisors and their clients. Comparable hybrid model of advisor-affiliation plus direct wealth services.
• Mariner Wealth Advisors: Large national RIA offering comprehensive wealth management, tax, estate, and family office services to HNW individuals and institutions. Directly comparable service suite and target client profile.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S., serving HNW individuals and employer-sponsored retirement plan participants. Comparable in serving both individual wealth and retirement plan markets.
• Cerity Partners: Wealth management and business advisory firm serving HNW families, foundations, and institutions with integrated financial planning and investment management services.
• Creative Planning: National RIA delivering wealth management, retirement plan services, tax planning, and family office solutions. Operates a similar multi-discipline service model and serves overlapping HNW and business-owner segments.

Broad incumbents

• Focus Financial Partners: Parent wealth-management holding company of which NEIRG is a member firm. The broader Focus network of partner RIAs operates with a similar service model and target clients at materially greater scale.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xx.com/_NEIRG_
• Facebookfacebook.com/newenglandinvestmentandretirementgroup
• LinkedInlinkedin.com/company/focuspartnerswealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about New England Investment and Retirement Group