Concierge Collabrative Of Massachusetts

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Aj Lemarier

Commonwealth Financial Group

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Financial Planner
280 Congress St Suite 1300, Boston, MA 02110

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As a dedicated financial advisor, I work to help hardworking business owners, families, and parents create a clear financial plan for the future and protect the people who matter most. My goal is to help clients build confidence in their financial decisions through thoughtful financial planning, retirement planning, investment guidance, and insurance protection strategies.

My passion for this work comes from personal experience. During my father’s battle with cancer, my family experienced firsthand the importance of having a thoughtful financial strategy and financial protection plan in place. Despite his sudden loss of income, our family was able to maintain stability because of the disability insurance protection he had chosen. That experience showed me how powerful proper financial planning and risk management can be during life’s most challenging moments and ultimately shaped the career I chose.

Today I help clients create clarity and confidence through retirement planning, investment management, insurance analysis, and business owner financial planning. My approach looks at the full financial picture including income, employer benefits, investments, insurance coverage, goals, and future cash flow needs. Together we build a personalized long term financial plan designed to support the life you want to live both today and in the years ahead.

I believe financial advice should go far beyond transactions. Rather than focusing only on financial products or short term decisions, I focus on understanding each client’s unique situation and adapting strategies as life evolves. My goal is to build long term relationships centered on financial education, planning guidance, and ongoing support so clients always know they have a trusted professional they can rely on.

Outside of work, community involvement is important to me. I volunteer with Easterseals in New Hampshire, supporting programs that make a meaningful difference in people’s lives. My wife Gianna and I enjoy staying active outdoors and you will often find me training for or running half marathons. We also enjoy traveling, hiking, skiing, and kayaking whenever we can.

I am proud to help individuals, families, and business owners feel more prepared, protected, and confident about their financial future through thoughtful financial planning and guidance.

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