Looking for a financial advisor/planner (accountant, CFP, something else?) in or around Boston for a married couple with good saving habits (see my previous
) and a reasonably healthy-sized nest egg. A couple of additional salient details inside.
Ideally, the advisor will have experience creating a bespoke financial plan that would take into account the interests in investment vehicles we own (PE funds and coinvestments), but also be able to help with the bread-and-butter questions (e.g., how large a mortgage can we afford, or helping us model the income from buying a two-family house and renting out an apartment, etc.). I can't say we're sophisticated, but we're not just starting out, and we're not trying to dig ourselves out from debt. Liquid assets in the high six figures--not looking for places with multi-million dollar minimums.
Also, I am subject to securities trading restrictions through work, so while we would want someone to help create a portfolio and advise what asset classes to buy (and maybe individual assets to purchase), we have to hold accounts at a specified institution, pre-clear and personally execute all trades, and are subject to some limitations on how we can invest. We need someone who can work around those limitations.
Obviously, we're looking for a fee-based planner, not a commission-based planner. I've seen NAPFA
, but looking to supplement the directory with personal recommendations.
Any help would be greatly appreciated! Happy to take any recommendations via MeMail.