Delivering Financial Peace of Mind

Delivering Financial Peace of Mind

Delivering Financial Peace of Mind

Comprehensive Wealth Management

At First National Corporation, our team focuses on helping each client build, preserve, and protect wealth. We strive to remove emotion from the equation to help our clients make complex financial decisions in a thoughtful, non-reactive manner. Working on a highly individual basis, we develop specific advice tailored to the personal needs of each client. Read More >

Investment Management

Every investor is different, with varying time horizons, goals, and tolerance for risk. At First National Corporation, we believe in building customized portfolios to match the unique needs of each of our clients. Using the information gathered during our initial planning meetings, we create an asset management plan using the most appropriate investment vehicles based on your stage in life, and the most efficient strategies to protect your investments over the long term. Read More >

Company-Sponsored Retirement Plans

First National Corporation provides fiduciary services and consulting services to companies that sponsor 401(k) and retirement plans for their employees. We offer sponsors comprehensive services to help select, implement, monitor, and manage effective 401(k) savings and retirement plans, and educate employees to help them make the best possible decisions with their retirement accounts. Read More >


Welcome to First National Corporation, a full-service wealth management firm and Registered Investment Advisor (RIA) dedicated to helping small business owners, healthcare professionals, and affluent families address their complex financial planning needs. Based in Rockland, MA, just south of Boston, our clients have trusted us to provide the knowledge, experience, and insight to help them achieve their long-term financial goals in an increasingly complex economic environment.

Committed to building lifelong client relationships, our goal is to serve as your trusted advisor and primary resource for financial advice, information, and services. We help create financial clarity and strategy, implement customized investment portfolios, and protect assets using carefully selected insurance and annuity products. We also offer our own alternative investment strategy, The Chapoquoit Managed Account, as well as planning for effective Company-Sponsored Retirement Plans, including 401(k), 403(b), and pensions.

We invite you to contact us today at 781-878-7757 to learn more about First National Corporation and how we can help you achieve a stronger financial future.

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