since 1999

based in Newburyport, MA

No minimum assets or income requirements

We welcome all clients and are committed to helping a broad and diverse clientele.

What Can Financial Planning Do For Me?

Our approach to planning prioritizes education: We believe financial education is liberating, and genuinely love teaching our clients about the power of smart planning and investing.

 

We can help you prepare for retirement, education costs, and many more big (and small) goals.

OUR SERVICES

We provide financial advice by the hour to individuals and families across the country.

We provide ongoing asset management, tax preparation and comprehensive planning services to individuals and families.

Which Is Right For Me?

We provide financial advice by the hour to individuals and families across the country.

We provide ongoing asset management, tax preparation and comprehensive planning services to individuals and families.

OUR SERVICES

Which Is Right For Me?

Financial Planning can help you take control of your future. 

AN INDEPENDENT, FEE-ONLY FINANCIAL PLANNING FIRM BASED IN NEWBURYPORT, MA

WE PUT YOUR INTERESTS FIRST.

ALWAYS.

New: 

For our current clients, we now offer Bookkeeping Services with flexible plans to fit your needs.

Let us handle the books while you pursue your mission.

Solo Business

Small Business

Non-Profit

Our industry-leading technology gives you security, privacy, and access to your data.

Saltbox is built for virtual financial planning and works with clients throughout the U.S. We choose our technology to make your experience secure, reliable, and accessible.

[Triple] 

Fiduciary You Can [Triple] 

Trust

We take our financial oath seriously, which is why we took three of them. We have no agenda except to help you think big for your life, feel empowered through education, and feel better about your finances.

[Triple] Fiduciary You Can [Triple] Trust

We take our financial oath seriously, which is why we took three of them. We have no agenda except to help you think big for your life, feel empowered through education, and feel good about your finances.

What Would You Think About If You Didn't Have to Worry About Your Finances?

Smart planning can reduce your worries and give you freedom to dream bigger for your life.