About Ashwood Advisors

We'd like to thank you for stopping by Ashwood Advisors and Stephen A. Geremia Investments & Insurance. Located in Medfield, MA, we are an independent financial firm helping our clients establish and maintain their long-term financial goals by helping them choose the investment vehicles and options that are best suited for their individual needs.

We'll work closely with you to create a realistic course of action based on your values, comfort level, current situation, and timeline. If you don't understand something, we want to explain it to you. If you're not sure about a particular investment, we'll tell you why we think it would work for you. Or we'll find an alternative you can be comfortable with.

Meet Our Team

Stephen founded Ashwood Advisors, LLC® in 1999 so that he could serve clients best interests within an open independent architecture. He has worked with clients from all walks of life but is particularly passionate about helping retirees navigate both preparing for and generating income in retirement. A seasoned and trusted...
Matthew was introduced to the world of investment management working as an intern during all 4 summers of college. He spent 3 summers interning at MFS Investment Management where he worked on the sales desk, in the marketing department and with the consulting relationship team. He also interned at Ashwood...
Maureen Joined Ashwood Advisors, LLC in 2016 and handles the general administrative duties for the office. She is responsible for helping clients schedule appointments, keeping the office organized, as well as assisting in compiling reports and working on special projects. Prior to joining Ashwood Maureen spent 15 years in corporate...

Latest Articles

December is the “giving season,” when many people consider using their wealth to help others. Because of the urgent need for generosity presented by the COVID-19 pandemic, you may be looking for ways to stretch your charitable donations. As always, the use of tax-efficient giving strategies can help them go further. This year, it’s also important to be aware of the tax incentives for philanthropy included in the Coronavirus Aid, Relief, and Economic Security (CARES)...
Stephen Geremia |
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Managing student loan debt has become one of the biggest financial planning challenges for many. In the U.S., student loan debt rose to $1.51 trillion last year, according to the Federal Reserve Bank of New York. So, if you or family members are dealing with the burden of budgeting every month for a student loan, you're not alone. Fortunately, numerous payment and planning solutions are available to help student borrowers. In addition, this year, the...