A complete list of active advisors currently associated with Franklin, Parlapiano, Turner & Welch LLC

Warmer can help you find a great advisor at Franklin, Parlapiano, Turner & Welch LLC or one who fits your needs even better.

Franklin, Parlapiano, Turner & Welch LLC provides fee-only asset management and financial planning services to individual clients, including high-net-worth individuals, as well as trusts and estates. The firm manages discretionary portfolios through its Managed Account Program and supplements investment management with retirement, college, and multigenerational planning services. The firm’s investment process relies on fundamental analysis and a set of model allocations that are tailored to client risk profiles; portfolios are overseen by an internal Investment Committee with quarterly reviews and ongoing monitoring. Client portfolios can include mutual funds, ETFs, individual stocks and bonds, and the firm offers an optional Global Stock Program that allocates a portion of a Managed Account to a firm-selected basket of individual equities. Compared with many peers, FPTW is a wrap-fee program sponsor, operating an all-inclusive Managed Account Program that covers portfolio management and trade execution under the program structure. The firm also discloses that some managed accounts may employ a broader set of instruments, and its disclosures indicate use of derivatives in separately managed accounts — a practice that is uncommon among similar team advisory firms — and it provides certain ancillary services for larger managed-account clients such as coverage of individual tax return preparation.

To learn more about the advisors currently working at Franklin, Parlapiano, Turner & Welch 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.