Optimize Your Investments and Save Thousands in Taxes. Easily. Strategically. Effectively. If you’re looking for a Certified Financial Planner (CFP®), we’re here to help. Located in Boston, MA, but serving clients worldwide, we specialize in helping female investors and small business owners with financial planning, tax and estate solutions, and investment management. DOES THIS SOUND LIKE YOU? You are a high-income professional making six figures but feel like you don’t have a big enough savings. You know you should be saving & investing but you’re not really doing it. Taxes, cash flow, and investing give you anxiety. You don’t know if you’re spending too much money in your business and personal life. It seems like your revenue is growing, but some months are better than others, and you don't know how to balance it out. You lack the confidence and clarity to make business and personal financial decisions. There's money coming in and going out, but you have no idea where it goes. Services We Offer: Investment & Financial Planning Services Imagine not having to constantly monitor fluctuating markets, ever-changing tax legislations, or adapting to new financial laws. We take care of all of that for you, offering a comprehensive service that handles all the complexities of financial management on an ongoing basis, giving you the peace of mind to focus on what you love most. VIP Financial Planning Day Ever wish you could just press a button and have all your financial life neatly sorted and optimized in just a day? Well, wish no more because our VIP Day is pretty much that! In just one power-packed day, we’ll dive deep into your finances, give you expert advice, and you’ll walk away with a clear financial roadmap tailored just for you and your business. And don’t worry, we keep it all jargon-free and super approachable! Investing DIY Courses Starting on that financial journey but not quite ready to go all-in with a personal financial advisor? Our DIY Investing Courses are pretty much like having a financial bestie in your pocket, guiding you as you take those first exciting steps in the investment world. All the tips and tricks packaged in a fun, easy-to-follow course that won’t break the bank. Its your friendly guide to starting on investments, where you call the shots, learning at your pace, and get that expert guidance you’ve been looking for!

Thomas Macpherson is a financial advisor at Nintai Investments LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Dorfman Value Investments LLC for three years. In addition to his advisory role, he publishes investment commentary and serves on a nonprofit board. Nintai Investments LLC is a single-advisor firm providing discretionary portfolio management and investment advisory services to individuals, businesses, family offices, foundations, and endowments. The firm employs a fundamental value investment approach focused on concentrated equity portfolios, using discounted cash-flow models and quality screens to select primarily long positions in U.S. and select non-U.S. companies.

Sarah Glass is a financial advisor at Fulla Financial Planning in Lyme, NH, holding a Series 65 designation. She has been with Fulla Financial Planning since 2024 and has prior experience at Southern New Hampshire University and the organization Sisters in Crime. Fulla Financial Planning is a fee-only advisory firm serving individuals and high net-worth clients with investment management and financial planning services. The firm employs asset-allocation and Modern Portfolio Theory principles, offers both discretionary and non-discretionary portfolio management, and provides educational seminars on investment and personal finance topics.

John Brendel is a financial advisor at Brendel Financial Advisors LLC in Hanover, NH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, Charles Schwab & Co, and MassMutual Life Insurance Co. Brendel Financial Advisors LLC provides personalized financial planning, consulting, and investment management to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and international clients. The firm manages approximately $226 million in assets using a range of proprietary investment models and various financial instruments tailored to client risk profiles.

John Brendel Jr. is a financial advisor at Brendel Financial Advisors LLC in Hanover, NH, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Brendel & Fisher Wealth Management, LLC. In addition to advisory services, he is a licensed life insurance agent providing insurance solutions to clients as needed. Brendel Financial Advisors LLC offers personalized financial planning, consulting, and investment management to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and international clients. The firm employs a range of in-house investment models and utilizes various asset management strategies tailored to client risk profiles, managing approximately $226 million in assets.

Stephanie Powell is a financial advisor at Snowden Capital Advisors LLC with 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 66 designation. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion for a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with a notable capacity to operate across institutional and cross-border relationships.

Edward Scribner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation. He has been affiliated with Scribner Financial Services, Inc. since 2000 and joined Commonwealth Financial Network in 2023. He is based in Bradford, Vermont. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Bobette Scribner is a ChFC® credentialed financial advisor with 40 years of industry experience. She is currently affiliated with Commonwealth Financial Network and owns Scribner Financial Services, Inc. Her prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operations, trading, technology, investment management, compliance, and practice-management support.

Gregory Miller is a Series 66-licensed financial advisor with UBS Financial Services, based in Orford, NH, and has 20 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he provides marketing advice and operational assistance to his family’s summer camp business, Camp Merriwood. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and custody solutions.