Fenway Financial Advisors was founded by Stephen M. Wintermeier in March 2006. Fenway Financial Advisors, LLC was incorporated on September 16, 2011. Stephen M. Wintermeier, the firm’s Managing Principal, has 17 years of experience in the business of providing investment advice to clients. Fenway Financial Advisors, LLC provides personalized financial planning and/or investment management services. Clients advised may include individuals, trusts, foundations, corporations and retirement plans, estates, and charitable organizations. Financial Planning Fenway Financial Advisors advises clients regarding cash flow, college planning, insurance, retirement planning, tax considerations, estate planning, and potentially other areas that the client requests us to review, providing that we deem ourselves qualified to do the work. In most cases, the client will supply to Fenway Financial Advisors information including income, investments, savings, insurance, age, and many other items that are helpful to the firm in assessing the financial goals of clients. The information is typically provided during personal interviews and supplemented with written information. Once the information is received, we will discuss the client’s financial needs and goals with them and compare their current financial situation with their stated goals. Once these are compared, we will create a financial and/or investment plan to help clients meet their expressed goals. The plan is intended to be a suggested blueprint of how to meet goals. Not every plan will be the same for every client. Each one is specific to the client

who requested it. Because the plan is based on information supplied by the client, it is very important that clients accurately and completely communicate to us the information we need. Also, circumstances and needs may change as an engagement with us progresses. It is very important to continually update us with any changes so that if the updates require changes to a plan, we can make those changes. Otherwise, plans may no longer be accurate. Once a financial plan is completed, it is the client’s decision how to implement it. If the client decides to implement their financial plan through Fenway Financial Advisors, they will become an investment management client. Investment Management As of December 31, 2022, Fenway Financial advisors had $156,206,998 in assets under management. Fenway Financial Advisors does not require an account minimum to initiate services. Fenway Financial Advisors offers its investment management services on a “non- discretionary” basis. This means we monitor client accounts to ensure that they are meeting asset allocation requirements. Changes to clients’ accounts will not be made until we have made verbal confirmation with the client that our proposed change is acceptable. Electronic communications (e.g. – voicemail, text, email) cannot be accepted to confirm orders or transfer instructions. Educational Seminars and Workshops Fenway Financial Advisors may conduct educational seminars and workshops related to various aspects of personal financial management. Fees are negotiable and will depend upon the information requested, location, and complexity of the program.