Fiduciary advisory services serving Massachusetts.
About Bryan
Bryan is the founder and experienced professional behind South Shore Investment Services, a Registered Investment Advisory firm offering comprehensive financial planning. A native of Brockton, Mass., Bryan has built strong ties to the South Shore community and is committed to helping clients achieve their financial goals.
Bryan holds a bachelor’s from Stonehill College and is a certified Estate and Trust Specialist, further enhancing his expertise in providing strategies for retirement and estate planning. Early in his career, Bryan realized financial planning wasn’t just about investments—it also included important legal documents to protect assets. This insight led him to work closely with an in-house attorney who helps set up essential legal protections for clients, helping ensure their financial futures are stable.
With a Series 65, Bryan brings a high standard of professionalism to his advisory services. Through offices in Norwell, Mass., and The Seaport in Boston, he provides personalized financial strategies with a focus on long-term planning. His client-centered approach—grounded in integrity and ethical practices—has earned him the confidence of clients across Massachusetts.
When he’s not working, Bryan enjoys spending time with his wife, Cristen, and their son, Cash. He also enjoys playing golf and attending Stonehill baseball games, staying connected to his alma mater.
