Financial planner in Boston area

April 12, 2007 11:03 AM

Financial planner in Boston area

I am looking for a new financial planner in the Boston/So. New Hampshire area. Can anyone recommend a firm/planner that they've worked with? Bonus points for someone with a more conservative frame-of-mind.

posted by Flakypastry to work & money (8 comments total)

Check out www.peaceofmoney.com - we've worked with her, as have friends, and been quite happy. Purely fee-based, no commissions for anything.
posted by canine epigram at 11:25 AM on April 12, 2007

I know one of the principals in the Smith Rapacz firm, so this is as close to a self-link as I want to get. She's a friend, I haven't used their services, and I don't live in Boston, but they do. They recently merged with another firm, so they might answer the phone as Garnet Group.
posted by dr. fresh at 12:22 PM on April 12, 2007

I have worked with Mike Berardi since he worked for Metpay. He is now one of the founders of BostonHillAdvisors . Very low key and easy to work with, no pressure selling at all.
posted by Ferrari328 at 12:31 PM on April 12, 2007

Not to be indelicate, but how much money? Wainwright Investmen Counsel is very good, but they probably wouldn't be worth it for less than a few million.
posted by OldReliable at 1:22 PM on April 12, 2007

(older related meta)
posted by Deathalicious at 1:42 PM on April 12, 2007

Deathalicious, are you trying to tell me that I should have inserted a question mark on the front page? Sorry, thought it was understood.
posted by Flakypastry at 1:52 PM on April 12, 2007

On the "conservative" question, your Investment Policy Statement (IPS) should define your risk tolerance and, hence, help to define the approach your planner takes. A good planner will be flexible and tailor their investment strategy to your specific needs in any case.

Calibre is excellent. No products to sell, client-focused and as hands-on or hands-off as you want. You're talking a net worth of +$15 mil or so to get in that pool, though. On the smaller scale (starting at $2-3 mil), you could try their sister organization, Wachovia Wealth Management.
posted by mykescipark at 5:10 PM on April 12, 2007

Flakypastry, feel free to email me (email address in profile) and I will send you an introduction to the financial consultant who I worked with recently - great guy, good advice.
posted by darsh at 1:22 PM on April 17, 2007