About Stonestreet Financial, Inc.

Stonestreet Financial, Inc. is committed to managing wealth for successful business owners, entrepreneurs, and high net worth families. Our financial planning services include everything from retirement planning, investment management, and business planning to tax planning, college savings plans, and philanthropic strategies. Our wealth management firm has earned a fine reputation in the Boston area and we’re ready to put our exceptional skill set to work for you. As your trusted advisor, we’ll learn about your long-term financial objectives and identify the best way to help you reach them. Together, we'll help you safeguard your wealth and achieve your financial goals.

When you become our client, we become an important asset to you and your family. Contact us now at 781-436-5421 or request a free consultation online to learn more.

Stonestreet Financial, Inc. Public Disclosures

Disclosure Statement


Brian J. McGivern, CFP®, MBA, EA

Financial Adviser and President

Brian McGivern CFPBrian has been working with individuals and businesses in addressing their financial service needs since 2007. Brian is also licensed for health and disability insurance, as well as annuities.

Brian graduated from the University of Massachusetts at Amherst and holds a Bachelors of Arts Degree (BA) in Sociology with a minor in Political Science. Upon graduating from the University of Massachusetts, Brian entered the Cooperative Master of Business Degree (MBA) Program at Northeastern University in Boston.

Brian graduated from Northeastern with an MBA with a concentration in Accounting after successfully completing internships with Lockheed Sanders and Coopers & Lybrand. Brian has worked for such companies as Stride Rite, PricewaterhouseCoopers, Computershare, and Brenda J. McGivern, P.C. in the areas of finance, audit, accounting, tax, software application development and management consulting.

Brian has a Certificate in Financial Planning from Bryant University. Brian is a Certified Financial Planner® and is also an Enrolled Agent (EA).

Currently, Brian resides in Stoughton, Massachusetts with his wife Brenda, and their sons Sean, Ryan and Conor and their retired service dog, Davis.

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Brian J. McGivern, CFP®, MBA, EA Public Disclosures