You probably won't end up working with me...
I realize I’m one of over 15,000 financial advisors in Massachusetts and New Hampshire.
So you probably won’t end up working with me.
Heck, you may not even meet me.
But let’s take a minute and look at those 15,000+ advisors…
Where are all the planners?
It turns out only 22% of the financial advisors in Massachusetts and New Hampshire are Certified Financial Planners.
If you’re not looking for financial planning assistance, that’s fine. (maybe you’re just looking for a specific type of hedge fund manager, for example)
But if you’re looking for financial planning advice, you should hire a CFP. And I’m proud to have earned the prestigious and rigorous CFP designation.
This may surprise you, but more than 95% of financial advisors are paid commissions for products they sell and/or percentages of portfolios they manage. Both compensation schemes are problematic for clients.
(I actually believe commissions and percentages are preventing our industry from becoming a helping profession. To understand the problem with percentage fees, for example, click here)
I’m one of a small number of advisors who have completely rejected both commissions and percentages in favor of a fixed flat annual fee.
And what about the evidence?
There are lots of investing philosophies out there, but only one grounded in rigorous academic research.
Dimensional Fund Advisors (DFA) is the undisputed leader in evidence-based investing. But DFA has approved only 3% of MA & NH financial advisors to offer DFA funds to their clients.
I’m one of those advisors.
(And, to be clear, I receive no kickbacks from DFA!)
…and then there was ONE?
There are 15,000+ financial advisors in Massachusetts and New Hampshire.
But I’m the only one (that I know of) offering both financial planning and investment management who:
- has earned the CFP designation,
- offers fixed flat fee pricing,
- has been approved by DFA to offer their evidence-based funds, and
- specializes in working with pre-retirement couples north of Boston with $1-5 million
(If you find another, please let me know)
If you think you’d like to learn more, I invite you to explore my site and download one of my complimentary resources.
Stay safe out there,
PS – Oh yeah, perhaps you were expecting to see my bio on this page.