About Us

"Financial Planning is a truly rewarding process that helps clients clarify their goals and find practical ways to help them reach their financial objectives in life." ~Annie McQuilken~

 

Annie McQuilken, MS, CFP® is the founder and president of Kintyre Financial Advisors, and a Certified Financial Planner™. Annie earned her bachelor's degree with distinction from Swarthmore College, earning membership in both Phi Beta Kappa and Sigma Xi. She received her Master's of Science degree in Financial Planning from the McCallum Graduate School of Business at Bentley College. Annie is a member of the National Association of Personal Financial Advisors (NAPFA), a member of the Financial Planning Association (FPA), and a Registered Invesment Advisor with the State of Massachusetts. Annie has over 17 years experience in financial management, counseling, and education.

Annie writes a regular column, ~The Efficient Planner~, for the NAPFA Advisor, a professional publication distributed to over 1,000 members and affiliates of NAPFA. In addition, Annie regularly presents at regional and national conferences.

Annie is an active member of the Lexington Democratic Town Committee, Pilgrim Congregational Church, the Lexington Special Education Parents Advisory Committee, and Lexington CARES. She resides in Lexington with her husband and their elementary to college-aged daughters.