Our Story

Like so many great origin stories, ours starts with family. Dan Foran, Managing Partner of the Somerville office, was first drawn to the financial industry when he watched his mother struggle to manage the family’s finances after his father passed away. Most advisors were speaking to her about product-based solutions—not real advice. So he decided to jump in and help his mother successfully navigate the complexities of their estate.

Based on this experience, he saw a need to provide a true advisory practice to families. One based on real advice, not sales. That led to his work as a financial advisor, then later, the founding of Foran Financial Group. His goal was to provide a clear financial road map for clients so they could simplify their lives and pursue their goals.

Adding more family to the story, Dan’s son, John, and daughter, Jessica joined the practice after essentially growing up in the business. And Dan is excited about the prospect of a third generation of Forans getting involved—although that involvement will only include stuffing envelopes for some time yet.

As Foran Financial Planning grew and then transitioned to Carson Wealth, that family atmosphere and commitment to service has carried on. While not all of the team is family by blood, they all share the same passion for providing valued advice and a personalized service to each of our clients.

We’re here for the long haul, and we are honored to take care of you and your family for generations to come.