A complete list of active advisors currently associated with Access Financial Planning, LLC
Warmer can help you find a great advisor at Access Financial Planning, LLC or one who fits your needs even better.
Access Financial Planning, LLC provides fee-only financial planning and investment advisory services to individuals, families, and small-business clients, offering comprehensive planning across retirement, tax, estate, risk management, and business succession topics. The firm advises on portfolio construction and ongoing investment supervision and assists clients who choose outside money managers with selection and periodic review. The firm’s investment approach is tailored to each client, combining passive strategies with fundamental and technical analysis as appropriate to establish asset-allocation targets and monitor risk and performance. Portfolios may include mutual funds, ETFs, individual securities and options, and the firm delivers regular reviews and client reporting to align portfolios with changing goals and circumstances. Noteworthy for a firm of its size, the firm occasionally offers educational seminars on general financial-planning topics, and it maintains tax expertise through an enrolled-agent designation to support integrated tax and planning work. The practice also emphasizes business-owner planning and equity-compensation guidance, and provides clients access to financial-planning technology and individualized implementation support, including due diligence and oversight when outside managers are used.
To learn more about the advisors currently working at Access Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Newburyport, MA
| 8
|
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