Strategic financial planning
Community-Focused, Globally Connected
With over 40 years of experience, we take a planning-first approach that goes beyond traditional investing, integrating tax-efficient strategies, risk management, and exclusive alternative investment opportunities. As fiduciaries, we are committed to putting your best interests first, providing clear, personalized guidance tailored to your unique goals. Whether you're a business owner, physician, retiree, or growing your family’s wealth, our team is here to create a financial roadmap that aims to secure your future while adapting to life’s evolving needs.
Take the next step toward long-term financial confidence
Your financial journey deserves expert guidance and a personalized strategy. Whether you’re planning for retirement, growing your investment portfolio, or preparing for the next generation, we’re here to help.
Schedule a consultation today and discover how we can help you achieve your financial goals.
our history
A Legacy of Financial Guidance
Founded in 1989 by Eric’s father Harry Sechman as Retirement Concepts, the firm was established to help retiring couples navigate the transition from earning a paycheck to generating reliable retirement income. Beginning as an insurance agency, the practice expanded in the mid-1990s to offer securities services, and its name was changed to H.E. Sechman Retirement Planning to reflect its growing focus on comprehensive retirement planning.
Over the years, Harry built a practice centered on long-term relationships, earning the trust and appreciation of clients who valued his advice, personal attention, and commitment to their financial well-being. Many clients have remained with the firm for decades, as a testament to the relationships he cultivated.
Eric Sechman joined the firm in 2008, continuing its client-centered approach while expanding its planning capabilities. In February 2021, the firm was renamed Sechman Financial Services to better reflect the broader range of financial planning, investment, and insurance services offered.
After more than 30 years of serving clients, Harry retired at the end of 2022. Since 2023, Sechman Financial Services has operated from its office in Harvard, Massachusetts, continuing its tradition of helping individuals and families pursue their financial goals with confidence and clarity.
Our Team
Let’s Build Your Financial Future Together
Sechman Financial Partners is led by a team of seasoned financial professionals who bring expertise, insight, and a commitment to client success. Our team-based approach is designed to ensure that every client benefits from diverse financial perspectives and a comprehensive strategy.
Eric V. Sechman, AIF
Director of Financial Planning
