Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Civale & Associates
Team photo for Civale & Associates

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Our advisors

Advisor photo for Edward Marshall

Edward Marshall

CFP®, CFS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Edward Marshall Visit Edward Marshall's website
Advisor photo for Chris Civale

Chris Civale

CFP®, CRPC, CMFC, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Chris Civale Visit Chris Civale's website


Our team

Matthew Riley

Matthew Riley

Paraplanner,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Qualifications

  • APMA, Accredited Portfolio Management Advisor

  • CRPC, Chartered Retirement Planning Counselor

  • CMFC, Chartered Mutual Fund Counselor

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Arielle Louissaint

Arielle Louissaint

Operations Director,

Chartered Retirement Planning Counselor™

Qualifications

  • CRPC, Chartered Retirement Planning Counselor

  • BS Bachelor of Science - Finance, UMass Dartmouth

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Kristen Fostello

Kristen Fostello

Client Service Specialist