Blakely Financial
About
Blakely Financial is a Marblehead financial planning and investment management firm that now operates as ShorePoint Advisory Group. The firm offers high-touch wealth management for individuals and families, built on long-term relationships and on bringing order to complex financial lives. Its approach starts with listening closely to each client’s concerns and priorities, then turning financial complexity into clear, manageable strategies aligned with the client’s goals, values and vision for the future.
The firm traces a 30-year history, including its years under the Blakely Financial name. It treats planning as a living process, an adaptive roadmap refined as clients move through life stages, with persistent follow-through to turn intentions into milestones. That planning can reach beyond investments into lifestyle details, such as finding a retirement community that fits. The firm also emphasizes continuity across generations and points to its local partnerships and charitable commitments.
What to Know
- CEO and financial advisor Emily Promise holds the CFP, CAP, CDFA, AIF, APMA and CRPC designations.
- Planning covers retirement, tax and estate strategy, and business transitions.
- The firm collaborates with clients’ attorneys, CPAs and other trusted professionals.
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