A complete list of active advisors currently associated with Advanced Portfolio Design, LLC
Warmer can help you find a great advisor at Advanced Portfolio Design, LLC or one who fits your needs even better.
Advanced Portfolio Design serves individuals, families, business owners, trusts and charities seeking fee‑only asset management and comprehensive financial planning. The firm provides portfolio management, tax-aware financial planning and a combined "Wealth Planning" service that can include tax preparation performed by enrolled agents for clients who use both planning and management services. Portfolios are built around asset allocation and Modern Portfolio Theory using computer‑based models, with clients able to choose active or passive approaches and with adjustments for tax brackets and cash‑flow needs. The firm manages accounts on either a discretionary or non‑discretionary basis and commonly operates under non‑discretionary arrangements that require client approval before trades are executed, a practice that is less common among similar firms. Noteworthy features in the brochure include a willingness to include digital assets (cryptocurrencies and tokens) in client accounts, along with explicit disclosure of the unique risks those assets carry. The firm also emphasizes use of an integrated custodian platform to support reporting and planning, and it does not vote client proxies on their behalf.
To learn more about the advisors currently working at Advanced Portfolio Design, 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 |
|---|---|---|
Westford, MA
| 4
| |
Westford, MA
| 29
| |
Westford, MA
| 10
|
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