Devin O'Rourke is a financial advisor at O'Rourke & Company, Incorporated with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Putnam Investment Management and Cetera Advisors prior to joining O'Rourke & Company, where he has been since 2017. Outside of his advisory role, he is also a licensed agent for fixed insurance products and serves as a notary public. O'Rourke & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and small businesses. The firm uses a top-down asset-allocation approach combined with fundamental analysis to build diversified portfolios and offers ongoing portfolio management and retirement-plan advisory support.

Peter Martin is a financial advisor at Empirical Asset Management, LLC with 16 years of industry experience. His prior roles include positions at Alpha Simplex Group and 1251 Diffractive Managers Group. He serves as an advisor to Trefis, an investment research platform, and is a board member of WorkSimplr, an educational organization providing temporary employment opportunities for college students. Empirical Asset Management provides discretionary investment management to a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using proprietary methodology and diversified portfolios composed of ETFs, mutual funds, and select securities.

Peter Disch is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Great Point Wealth Advisors, LLC since 2008 and also has a longstanding affiliation with IDS Life Insurance Company. Great Point Wealth Advisors offers fee-only wealth management, financial planning, and discretionary investment management services for individuals, high-net-worth clients, and related entities. The firm employs a long-term, fundamental analysis investment approach, constructing diversified portfolios that may include ETFs, mutual funds, individual securities, and alternative investments for select clients.

John Wolfsberg is a financial advisor at Centerpoint Advisors, LLC in Needham, MA, holding a Series 65 credential with eight years of industry experience. He previously worked at GW&K Investment Management from 2015 to 2017 before joining Centerpoint Advisors in 2017. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, financial planning, family office, and consulting services. The firm employs a diversified investment approach including ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, while integrating family-office style services and coordinating with external tax, legal, and investment professionals.

Elizabeth Colt is a Series 65-licensed financial advisor at J.M. Forbes & Co. LLP with six years of industry experience. She has been with J.M. Forbes since 2020 and is also the managing member of Woods Hole Inn LLC, a hospitality group on Cape Cod. J.M. Forbes & Co. LLP provides investment advice and portfolio management primarily on a discretionary basis to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations. The firm emphasizes a Growth-at-a-Reasonable-Price (GARP) investment approach with a long time horizon, combining core equity holdings with diversified fixed-income allocations and selective use of mutual funds and ETFs.

Laura Daniels is a CFP® with four years of experience and is a member of the Balanced Rock Investment Advisors team in Roslindale, MA. She has been with Balanced Rock since 2018. Prior to her advisory career, she operated Laura Daniels Acupuncture for over two decades. Balanced Rock Investment Advisors serves individuals, families, trusts, estates, retirement plans, and small institutions with wealth management, financial planning, and portfolio management. The firm uses a long-term, diversified core-satellite investment approach that incorporates fundamental and quantitative analysis, direct indexing, tactical adjustments, and offers a values-based ESG strategy.

David Donahue is a financial advisor at Eagleclaw Capital Management LLC in Boston, MA, with 53 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Moors & Cabot, Inc. alongside Eagleclaw since 2005. Donahue serves as a trustee for the Winchester Scholarship Fund without compensation. Eagleclaw Capital Management serves families, individual investors, not-for-profits, and endowments, offering discretionary and non-discretionary portfolio management through various advisory arrangements. The firm employs a non-consensus, contrarian investment approach that combines fundamental analysis with a technical overlay and integrates tax considerations and portfolio diversification.

Joanna Martinez is a Series 65 licensed financial advisor at Rise North Capital Investment Advisors with two years of industry experience. She has worked at Foundations Investment Advisors and Rise North Capital, and she is also an affiliated insurance agent with National Life Group. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, employing a co-advisor model for trade execution and offering public educational workshops on financial topics.

Leonid Berline is a financial advisor with Armstrong Advisory Group Inc. in Needham, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Armstrong Advisory Group in 2022, he worked at National Securities Corporation, National Asset Management, Inc., and Winslow Wealth Management. He is also the owner and manager of B1 Insurance Agency, LLC, a licensed property and casualty insurance agency. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses, managing approximately $1.67 billion across 14 advisors and 12 offices. The firm employs a primarily long-term investment approach driven by macroeconomic asset allocation with tactical adjustments and offers services including financial planning, retirement advice, and donor-advised fund management.

Jeffrey Bernier is a financial advisor with J.M. Forbes & Co. LLP in Boston, MA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.M. Forbes & Co. LLP since 2015. J.M. Forbes & Co. LLP serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations, typically providing discretionary portfolio management. The firm manages approximately $1.67 billion across about 1,041 client accounts with a six-advisor team, employing a GARP-style stock selection process combined with diversified fixed-income allocations and extensive trustee, estate, and tax-related services.

Eric Benz is a Series 65-licensed advisor with five years of industry experience. He has worked at Fox Hill Wealth Management since 2022 and previously was with Beck Bode, LLC and Signet Investments. Fox Hill Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, investment management, retirement plan consulting, and estate-planning coordination. The firm uses a fee-only, discretionary asset management approach that combines passive and active strategies with both fundamental and quantitative analysis.

Joshua Plosker is a financial advisor at Beck Bode LLC with a Series 65 credential and four years of industry experience. He previously founded and serves as CEO of multiple gym facilities in the Boston area, including Sports Performance Investment Group, Herbfit, LLC, Petefit, LLC, and Ciara Fitness, LLC. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm employs fundamental analysis and proprietary Growth and Income Growth strategies, tailoring portfolios to client goals and risk tolerance while coordinating a broad range of non-investment services.

Anthony Gillaizeau is a financial advisor at Strategic Wealth Partners, Ltd. He holds Series 66 and Series 65 designations and has one year of industry experience. His prior work includes six years at Andra Global and three years at US BANK. Strategic Wealth Partners serves individuals, retirement plans, foundations, and corporate accounts by providing asset management, financial planning, retirement plan consulting, and OCIO services. The firm employs a diversified investment approach that combines various asset classes and analysis methods while maintaining a fiduciary role tailored to client objectives and risk tolerances.

Eugene Clapp is a financial advisor at Penobscot Investment Management Company, Inc. in Boston, MA, with 31 years of industry experience. He has been with Penobscot since 1988. Outside of his advisory role, he serves as a director at King Spruce Co., Union Boat Club, Nantucket Yacht Club, and Penobscot Capital Investment Co. Penobscot Investment Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm emphasizes diversified equity holdings with a focus on dividend-growth companies and uses ESG screening tools as part of its investment process.

Nicholas Fitzgerald is a CFA® charterholder with five years of industry experience. He is currently with Moody, Lynn, Lieberson & Walker, LLC, where he has worked since 2020. Prior to that, he held roles at Cambridge Trust Company and ALPS, a DST Company. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to a range of clients including individuals, families, trusts, and institutional investors. The firm employs a multi-factor, global growth-oriented investment approach and manages approximately $2.2 billion in assets across just under 500 client accounts.

David Beckwith is a CFA® charterholder with 15 years of industry experience. He is currently with Thayer Partners LLC, where he has worked since 2022, following a 16-year tenure at Rinet Company, LLC. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and other investment advisers. The firm manages approximately $401 million in assets and uses a long-term, fundamental analysis approach to build diversified portfolios primarily with low-cost mutual funds and ETFs.

Brian Orourke is a financial advisor at O'Rourke & Company, Incorporated in Boston, MA, with 44 years of industry experience. He has worked at Cetera Advisors LLC and Investors Capital Corporation before continuing his tenure at O'Rourke & Company, where he has been involved since 1987. Orourke holds the Series 63 and Series 65 designations and serves as a trustee for multiple family trusts. O'Rourke & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and small businesses, employing a top-down asset-allocation approach combined with fundamental analysis to build diversified portfolios across various asset classes.

William Ryan is a CFP® professional with 19 years of experience in the financial industry. He is currently with Fox Hill Wealth Management and has held roles at Beck Bode Wealth Management, MetLife Securities Inc., and New England Securities. In addition to his advisory work, he serves as a tax preparer through his own firm, Ryan Financial Strategies. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm offers investment management, financial planning, and retirement plan consulting, combining passive and active strategies with fundamental and quantitative analysis to develop client-specific investment policies.

Romahlo Wilson is a financial advisor at Boston Family Office LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for ACM Capital Management, LLC for ten years. Boston Family Office LLC provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations, managing tailored portfolios that incorporate fundamental analysis and sector-specific management across equities and fixed income. The firm serves approximately 335 clients with about $1.87 billion in assets under management.

Project Management for your financial life. Single Point Partners, a fee-only financial planning firm located in Boston, MA, was founded for families who strive to make decisions that are better than “good enough”. We help you attain context and clarity to the planning, investing, and organization of your entire balance sheet. In 2012, Shaun was driven to found Single Point to build a firm that was focused on the agenda of our clients. The name of our company was born from the idea of being a “single point of contact” for our clients. We recognize that we do not have all of the answers, therefore, we have built our business around a great network of experts and resources for our clients. We place an important focus on researching, vetting, and collaborating with various professionals and services for our clients. When we don’t have the answer, we pride ourselves on knowing the right questions to ask, and who to ask them of. Our clients utilize us as a partner to help them feel confident in the decisions they make in life. An ideal client for us share the following characteristics: – We want to be engaged in the financial decision-making process – We have the ability to manage our own finances, but, don’t have the bandwidth – We are willing to be completely transparent about our financial life – We recognize that there are currently overlooked areas in our financial life – We have complexity in life where there is a gap in analysis which is creating uncertainty in decision making – We embrace the use of technology – We prefer low-cost index investments What Makes Us Different? ✔️Tech Forward: We do planning on your terms. No sitting in traffic for an hour each way to listen to someone blab on about pie charts for an hour. ✔️Execution: We are your Accountability Partner. A relationship with us is about more than just advice, it’s about execution. A key component of our role is to be here with you ensuring everything gets done. ✔️ Tax Planning: We believe this is one of the most overlooked areas of many financial plans. Tax planning needs to happen on a proactive basis throughout the year, not at tax filing time. ✔️ Our Fees: Our unique fee structure is what empowers our process to be so different. Our flat fee is the cornerstone of our belief that clients shouldn’t have to wonder “what’s in it for their advisor?” when making decisions.