You down with CFP? Yeah, you know me!
October 16, 2012 9:54 AM   Subscribe

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 question) 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.
posted by 5845(f)(1)(D) to Work & Money (2 answers total) 3 users marked this as a favorite
A friend recommended (based on her experience) Gerald Loftin of Proficient Wealth Counselors in Norwood. I haven't contacted him yet, but she was very pleased with his help.
posted by ldthomps at 10:22 AM on October 16, 2012

Check your MeMail for a recommendation - I work with a fee based planner who I really like , in Charlestown
posted by darsh at 9:44 AM on November 2, 2012

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