Nicholson Financial Services

89 Access Road, Suite C
Norwood, MA 02062

Phone: 781.255.1101
Toll-Free: 866.668.1101
Fax: 781.769.2544


Financial Wisdom As You Approach and Live In Retirement

As financial professionals, we often reflect on the knowledge and information amassed and the understanding gained about the financial issues facing our clients.

Perhaps most satisfying has been applying this wisdom on behalf of the business owners, executives and retirees who have entrusted us with pursuing their financial objectives and personal goals.

Our gratitude is expressed in the disciplined, long-term approach to investing and the personal commitment we make to each and every individual we serve.

Our experience enables us to be committed to providing unbiased, realistic solutions to your financial challenges. We provide excellent customer service by being accessible and giving clients personalized individual attention. Their concerns become our concerns; their goals become our goals. We want to build a long-term, personal relationship with them.

David Nicholson

David S. Nicholson

Financial Advisor
Registered Principal

I care a great deal for my clients and their financial well-being and apply my experience and integrity to help them build and preserve their wealth. I derive great satisfaction from my ability to help others reach their goals in life.

After spending 10 years as a financial advisor with A.G. Edwards & Sons, I started my own independent practice in 2005 in order to focus more on my own clients.

A believer in always bettering myself, I am currently working toward becoming a Certified Financial Planner™ professional. I am a member of the Financial Services Institute and earned a bachelor’s degree from Syracuse University.

I am active in the community, serving as president of the Norfolk County Networking Group and a member of the Neponset Valley Chamber of Commerce and the Syracuse Alumni Boston Chapter.

Originally from Newington, Connecticut, I now live in Norfolk, Massachusetts, with my wife, Cara, and our two children. In my free time, I enjoy classic cars, coaching youth lacrosse, sports and the martial arts. I am a member of the Mass Cruisers Classic Car Club and the International Kokondo Association and participate in two area basketball leagues.

I spent over 20 years studying the martial art of ju-jitsu. As a part of those studies, I learned about the seven virtues of Bushidō, the code of moral principles that the samurai were required or instructed to observe:

  • Rectitude
  • Courage
  • Benevolence
  • Respect
  • Honesty
  • Honor
  • Loyalty

Having always strived to follow these virtues, I believe they are important traits to look for in an advisor, as well.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Not everything that can be counted counts, and not everything that counts can be counted.

— Albert Einstein

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