Liam McCarthy

Our team oversees $1 billion in client balances as of March 31, 2026.
I'm a financial Advisor for the Pimental Radler Cohen Group, named to the Forbes 2026 “Best-In-State Wealth Management Teams” in Massachusetts (Published annually in January and rankings based on data as of March 31 of prior year).

I create customized financial plans and strategic investment portfolios that deliver long‑term value and lasting financial confidence. I help clients stay on track for retirement and major life goals by understanding their priorities, anticipating challenges, and implementing strategies that adapt as their circumstances evolve.

Using target asset allocation frameworks, advanced risk management techniques, and tax-efficient management strategies, I help reduce the impact of market volatility while pursuing long‑term growth and wealth preservation.

I work primarily with physicians, scientists, engineers, senior technology leaders, portfolio managers, and other investment professionals across the healthcare, biotechnology, pharmaceutical, technology, and investment sectors.

I help clients navigate liquidity events, equity compensation, and complex financial decisions for comprehensive long-term planning.

*Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.