As a Certified Financial Planner™ (CFP®) working in a fee-only model, we do not accept commissions from other companies based on your investments. This means you can trust that our guidance truly serves your best interest.
With offices in Bedford and Nashua, New Hampshire, we also offer online financial planning services to clients nationwide.
Young professionals & families wanting a trusted advisor to alleviate the stress of doing it alone.
Recent graduates and young professionals who want objective advice on how to get off to the right start. Only $199!
Do-it-yourselfers that just want help with a specific financial concern. From 1 topic to a full financial plan.