Established as a registered investment advisor in 1996 by Ray Lent, The Putney Financial Group aims to help individuals and families to reach their financial objectives. Operating under the protection of the Securities Investors Protection Corporation (SIPC), The Putney Financial Group works closely with clients to gain a clear picture of their overall existing assets, level of risk aversion, current economic restrictions, and future financial aspirations. After gathering this range of information on each client, the firm establishes a set of realistic goals, then outlines various strategies to achieve them.

At Putney, all new clients are connected with a personal advisor who will continue to serve them over the years, providing customized portfolio management that keeps pace with their evolving financial needs and ongoing market fluctuations. This emphasis on personalization has allowed the organization to develop strong, lasting relationships with its clients. Since its inception, it has served about 250 families, which includes up to four generations in the same family.