Qualifications

Experience
We have been serving professionals and small businesses for more than 13 years - in good times and bad - and our practice continues to grow.

Specialized Training
Our firm employs experienced investment professionals who hold or are working toward the CERTIFIED FINANCIAL PLANNER™ designation, a mark reserved for individuals who have satisfied rigorous academic training and work experience requirements and who adhere to the CFP® code of ethics.

Securities Registrations 
To fully serve our clients, we maintain registrations in the following states:  MA, CA, CO, CT, FL, MD, ME, MN, NH, OH and RI.

Continuing Education
We maintain our CFP® credentials and state licenses through continuing education in ethics, securities, insurance and regulations as well as broker/dealer requirements. 

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.