Our Story

     

Only 20% of all financial advisors hold the CFP® certification.

After Sarin Barsoumian earned her Bachelor of Science in Business Administration from Boston University in 2005, she started her career as a Financial Advisor with Ameriprise Financial. In 2009 she decided to go independent and join LPL Financial, to put her clients and their needs first. 

That same year, she decided to further demonstrate her commitment to her clients by enrolling in the CERTIFIED FINANCIAL PLANNER™ certification program, which is recognized as a standard of excellence for personal financial planning.

Since then, SMB Financial has helped hundreds of individuals, couples and multiple generations of families. Based in Burlington, Massachusetts, SMB has worked with clients all over the Greater Boston area, and maintained relationships with clients who have moved to other states.*

*Sarin is currently licensed in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Massachusetts, New Hampshire, New York, and Virginia.

Our Values

At SMB Financial, we value the “four Cs”:

Care: We treat our clients like they’re our family.

Courage: We take a unique approach to the work we do.

Community: We enjoy giving back to our client network and local organizations.

Competence: We stay on top of financial planning developments and best practices.