Hi, I am Joe, I have chosen to be a financial planner because I care deeply about helping people achieve an even greater future with their finances. I specialize in working with corporate professionals and families planning for a future in retirement. I have a lot of experience with employees at public Biotechnology and Defense Contracting Firms. I often see people start to work with me around 45-60 to get a head start on their future, but also have a variety of others I work with as well. I offer ongoing financial planning and investment services as well as one time plans. Utilizing my unique planning and investment philosophy, we can explore valuable financial opportunities, uncover blind spots, and build a plan that makes your money work harder for you. Parkmount Financial Partners has been featured well recognized publications such as Bloomberg, Investment News, iHeartRadio, Financial Planning Magazine, and GoBankingRates.com Reach out and schedule time for free initial consultation

Kevin Williams is a CFP® with 10 years of industry experience and is the principal advisor at Full Life Financial Planning in Pembroke, MA. His prior roles include positions at W.H. Cornerstone Investments Inc., Powder Point Wealth Management, LLC, and Damon Diodati, Inc. He serves as Treasurer/Clerk for the Financial Planning Association of Massachusetts in a volunteer capacity. Full Life Financial Planning is an independent, fee-only advisory firm serving individuals, including high-net-worth clients, and corporate clients. The firm employs a goal-based process integrating passive and active investment strategies, providing a range of financial planning and wealth management services alongside in-house tax preparation and bookkeeping.

Francis Decker Jr. is the principal of Decker Capital Management, LLC in Duxbury, MA, with nine years of industry experience. He holds Series 63 and Series 66 registrations and has been involved with Andes Capital Group, LLC since 2017 and Real Estate Fiduciary Services, LLC from 2007 to 2018. Outside of his advisory work, Decker serves as treasurer of the Waterbend Condominium Owners Association and manages DuPage County Properties, LLC, an investment vehicle owned by three pension funds. Decker Capital Management provides investment management and consulting primarily to institutional and pooled-vehicle clients, focusing on public and private real assets such as real estate, farmland, and timber. The firm employs an analytical, tailored approach that includes cash-flow modeling, capital-structure analysis, risk identification, and active management with periodic reviews and reporting.

Henry Frattaroli Jr. is a Series 65-licensed financial advisor with nine years of industry experience, currently practicing at Wealth Management Planning. He has worked at Brookstone Capital Management since 2016. Outside of his advisory role, he is involved in real estate and insurance sales. Wealth Management Planning offers personalized asset management and financial planning services to individuals and entities including pension plans, trusts, and business owners. The firm combines investment management with affiliated insurance brokerage capabilities and employs both fundamental and statistical analysis, including the use of derivative instruments such as options and futures.

Kimberly Quinn is a CFP® with 33 years of industry experience, currently principal at KSQ Financial Services LLC. Her prior roles include positions at Catalyst Investment Management LLC and LPL Financial. She maintains a small unrelated outside business alongside her advisory work. KSQ Financial Services LLC provides discretionary and non-discretionary asset management and financial planning for individuals, including high-net-worth clients. The firm focuses on client-specific objectives using fundamental and technical analysis, with flexibility for clients to impose written investment restrictions.

Peter Kadra is the sole advisor at Trilogy Advisors, an independent firm based in Plymouth, MA. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to founding Trilogy Advisors in 2022, he worked at Dixon Associates, Inc. and has been Vice President at Fiserv Solutions, Inc. since 2001. Trilogy Advisors provides investment advisory services to individual clients, including high-net-worth individuals, and retirement plans. The firm focuses on customized portfolio construction using low-cost mutual funds and ETFs, with an emphasis on fundamental analysis and a primarily non-discretionary management approach. It is notable for its retirement plan consulting services, including vendor analysis, participant education, and ERISA 3(21) investment oversight.

Jeffrey Vincent is a CFP® professional with 22 years of industry experience. He is the principal of Vincent Wealth Advisors LLC and has previously worked at Fernwood Investment Management, LLC and Vincent Financial Group. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales and implementation. Vincent Wealth Advisors serves individual and high-net-worth clients with discretionary investment management and comprehensive wealth management services. The firm emphasizes a fundamental analysis approach, focusing on diversified, low-cost mutual funds and ETFs, with selective use of individual securities and an uncommon practice of employing short-term margin borrowings in client accounts.

Laura Sweezey is a CFP® with 27 years of industry experience and has been the sole advisor at Laguna Investment Services since 2003. She previously worked at Linsco / Private Ledger during the same period. Laguna Investment Services provides portfolio management and advisory services to individuals, families, trusts, and small businesses, offering tailored advice for both taxable and retirement accounts. The firm employs technical, fundamental, and cyclical analysis to implement income, growth, and capital preservation strategies, with a notable focus on non-discretionary management and serving small-business clients.

James Morris is a CFP®-designated financial advisor with 46 years of industry experience. He is the principal at FMA Wealth Management, LLC, where he has worked since 2021. Prior to that, he held positions at FSA Wealth Management, Financial Management Associates, and CommonWealth Financial Network. Outside of his advisory work, he manages a tax planning service through J.M. Morris & Associates during tax season. FMA Wealth Management provides customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses Modern Portfolio Theory combined with fundamental, technical, and cyclical analysis to build portfolios primarily consisting of mutual funds and ETFs, managing accounts on a discretionary, tax-aware basis.

Mary Montanari is the founder and sole advisor of Montanari Financial Advisors Inc. in Norwell, MA. She holds the CFP® designation and has 27 years of industry experience, having led her independent firm since 1999. Montanari Financial Advisors is an independent, single-advisor registered investment adviser serving individual and trust clients with discretionary investment management and fee-for-service financial planning. The firm employs a top-down investment approach combining fundamental and technical analysis, managing diversified portfolios across various asset classes while adhering to a selective client intake policy and accommodating customized investment preferences.

Stephen Coville is a financial advisor at Alco Advisors, Inc. with 22 years of industry experience. He has been with Alco Advisors since 1987. Alco Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, corporations, and various institutional clients. The firm offers customized portfolio management using mutual funds, ETFs, and securities, and combines advisory services with non-advisory tax support.

Laurence Pike is a CFA® charterholder with 11 years of industry experience and has served as the sole advisor at Client Priority Financial Advisors LLC since 2014. He holds the Series 63 license and operates his practice from Plymouth, MA. Client Priority Financial Advisors LLC provides financial planning and investment advice to individuals, families, and nonprofit/charitable organizations. The firm employs a low-cost, buy-and-hold investment approach focused on index funds and ETFs, complemented by comprehensive financial planning tailored to clients’ goals and risk tolerance.

Matthew Gallagher is a financial advisor with Odinic Advisors LLC in Plympton, MA, holding a Series 66 designation and 12 years of industry experience. He has worked at Gallagher Brokerage and BNI Nemasket and has served as a licensed attorney since 2006. Outside of investment advising, he is an insurance agent, a licensed real estate broker, and provides tax planning and consulting services, particularly during tax season. Odinic Advisors LLC serves individual clients, high-net-worth individuals, charitable organizations, and business entities, offering financial planning, investment management, and ERISA Section 3(38) fiduciary services. The firm emphasizes customized asset-allocation strategies using both fundamental and technical analysis, maintaining regular portfolio monitoring and client reviews.

Alfred Cavacco is a financial advisor with New England Financial Group in Plymouth, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been associated with New England Financial Group since 1992 and also maintains ongoing roles with Delta Equity Services Corporation and Provident Mutual Life Insurance Company. New England Financial Group provides investment advisory services primarily to individual and high-net-worth clients through tailored portfolio management focused on long-term trading and cyclical analysis. The firm offers seasonal tax return preparation for clients and does not participate in wrap fee programs or accept outside compensation for investment product sales.

Daniel Singh is a CFA® charterholder and financial advisor with eight years of industry experience. He has worked at LMCG Investments, LLC for twelve years before joining Dhyan Capital Management, where he has been since 2023. Dhyan Capital Management is a state-registered investment adviser providing discretionary asset management, financial planning, and consulting services. The firm employs a value-oriented, long-term investment approach with tactical asset allocation and uses various strategies including margin borrowing, short sales, and options.

Erica Wright is a financial advisor at Wright Financial with six years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at AE Wealth Management, Northwestern Mutual, and New York Life. Wright Financial provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients. The firm employs a multi-method investment approach incorporating charting, fundamental and quantitative analysis, and modern portfolio theory, and offers both fixed-fee and hourly financial planning arrangements.

Peter Bernardi is the sole advisor at New Century Investment Management, L.L.C., an independent firm based in Hanover, MA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Since 2004, he has been affiliated with both New Century Investment Management and LPL Financial. Outside of his advisory work, he serves as assistant treasurer and treasurer for the South River Beach Club, a nonprofit organization. New Century Investment Management provides pension consulting services to plan sponsors, trustees, businesses, and charitable organizations. The firm focuses on investment policy guidance, mutual fund selection, monitoring, performance reporting, and participant education without managing individual client assets or offering retail portfolio management.

Timothy Walt is the sole advisor at CVW Financial, LLC, an independent advisory firm based in Plymouth, MA. He holds a Series 65 designation and has four years of industry experience. Prior to becoming a financial advisor, he worked for 11 years in Plymouth Public Schools and has completed CFP coursework. CVW Financial primarily serves individual clients and advises some pension or profit-sharing plans, offering fee-based financial planning and portfolio management. The firm emphasizes ongoing, relationship-driven planning and may incorporate borrowing strategies in portfolio management.

Stephen Colella is the sole advisor at Snug Harbor Capital Management, LLC, an independent firm based in Marshfield, MA. He holds Series 63, 65, and 66 licenses and has 23 years of industry experience, having led Snug Harbor since 2005. Snug Harbor Capital Management provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, corporations, and other business entities. The firm constructs individualized portfolios using a range of securities and may recommend active option strategies, private placement investments for accredited investors, and manages allocations within variable annuity and employer-sponsored retirement plans.

If I asked you how to drive from Boston to Florida, you would probably tell me it’s a lot easier to get there with a map or GPS. Now what if I asked you how to get from here to… retirement? Financial planning is like a road map for your future. With a holistic perspective, we dive into every aspect of your financial situation, ensuring that no opportunity for growth or security is overlooked, and we put together a plan to help you realize your dreams. Then, we help monitor your progress, like a financial GPS, as you navigate traffic along the way, or choose to stop at a few scenic overlooks. I began my career in Corporate Finance, but my passion for personal planning was sparked when I realized that I missed a few financial opportunities in my own life. In the early years, between work and building a family, time is at a premium. While my husband and I had interest in managing our financial lives, we didn’t have the time to be intentional about it. Working with a financial professional would have been beneficial, but at the time, we didn’t know how to afford it, who to trust, or where to seek qualified advice. So, I decided to become the person we were seeking. In 2017, I started pursuit of the CERTIFIED FINANCIAL PLANNER™ certification, which requires a fiduciary oath to always put my clients’ best interests first. I founded Ascend Financial in 2023 because I believe financial planning should be accessible. At Ascend, we have no asset minimums. Our typical client is in their career-building phase, seeking advice on managing a lot of big-ticket expenses, and trying to maximize their opportunities for savings and retirement. In addition to comprehensive financial planning and investment management services, we also provide college funding analysis and student loan planning. Knowing that education is often one of the largest expenses a family incurs, we prioritize our skills in navigating the complex and ever-changing landscape of student loan and financial aid programs. At Ascend, we help clients organize their financial lives, dream about their goals, and analyze the what-if situations that come up. Our goal is to make sure that you see the opportunities that lie ahead, instead of noticing them in the rear-view mirror.