Boutique Fee-Only Independent, fee-only financial planning and investment management firm with a personalized, non-sell approach. Opportunity for high-touch advisory services and ongoing planning relationships with clients needing tailored financial strategies.

Diverse Client Focus Serves early-career individuals, parents saving for college, retirees, and self-employed professionals. Potential to expand targeted services for business owners, tax planning, and retirement readiness to broaden wallet share.

Geographic Footprint Headquartered in Franklin, MA with a satellite office in Boston. Prospects for regional expansion, strategic partnerships, and local events to deepen client acquisition and cross-sell opportunities.

Tech Stack Uses WordPress, Google Maps, Office 365 and other common tools. levers for digital marketing optimization, client portal enhancements, and scalable content-driven lead generation to attract high-net-worth prospects and professionals.

Growth Signals Revenue range $1M-$10M with a lean headcount. Indicates potential readiness for service diversification, value-added offerings (tax/legal integration), and scalable advisory models that can be packaged for referrals and partnerships, especially with CPAs and attorneys.