Brian Pirri, CFP^®

Principal and Wealth Advisor​

Brian Pirri, CFP^®, is a Principal and Wealth Advisor at New England Investment & Retirement Group, Inc. He helps clients achieve their financial goals by creating, implementing and monitoring customized financial plans that address their financial needs. Brian has over 15 years of experience in the financial services industry, and serves as an Investment Advisor Representative at the firm. He came to the firm as a Financial Advisor from Mintz Levin Financial Advisors in February 2012.

Brian often lends his financial planning expertise and markets perspective to the media. His insights have been included in TheStreet, Financial Advisor and The Wall Street Journal, among others. Brian is a three-time Five Star Wealth Manager (2018, 2019, and 2020).

Brian earned his bachelor's degree in business administration from the University of New Hampshire - Whittemore School of Business. He holds a master's degree in finance and economics from Boston University. Brian is a Certified Financial Planner™ professional and a member of the Financial Planning Association.

In his spare time, Brian enjoys traveling, spending time outdoors, sporting activities, and attending his sons sporting events. He grew up in Merrimack, New Hampshire, and currently lives in Windham, New Hampshire, with his wife Michelle and their two sons.

1. Credentialed as a registered investment adviser or a registered investment adviser representative;
2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years;
3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not;
   1. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine;
   2. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience;
   3. Individually contributed to a financial settlement of a customer complaint;
   4. Filed for personal bankruptcy within the past 11 years;
   5. Been terminated from a financial services firm within the past 11 years;
   6. Been convicted of a felony);
4. Fulfilled their firm review based on internal standards;
5. Accepting new clients. Evaluation criteria – considered:
6. One-year client retention rate;
7. Five-year client retention rate;
8. Non-institutional discretionary and/or non-discretionary client assets administered;
9. Number of client households served;
10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients.

Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,886 Pittsburgh-area wealth managers were considered for the award; 224 (8% of candidates) were named 2020 Five Star Wealth Managers. 2019: 1,667 considered,. 251  winner; 2018: 1,653 considered, 227 winners; 2017: 1,133 considered, 277 winners. 2016: 1,064 considered,423 winners; 2015: 1,494 considered, 442 winners; 2014: 1,721 considered, 458 winners; 2013: 1,777 considered, 545 winners; 2012: 1,863 considered, 493 winners

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,886 Pittsburgh-area wealth managers were considered for the award; 224 (8% of candidates) were named 2020 Five Star Wealth Managers. 2019: 1,667 considered,. 251  winner; 2018: 1,653 considered, 227 winners; 2017: 1,133 considered, 277 winners. 2016: 1,064 considered,423 winners; 2015: 1,494 considered, 442 winners; 2014: 1,721 considered, 458 winners; 2013: 1,777 considered, 545 winners; 2012: 1,863 considered, 493 winners.

Most Recent Insights