A complete list of active advisors currently associated with Infinite Summer Financial Planning
Warmer can help you find a great advisor at Infinite Summer Financial Planning or one who fits your needs even better.
The firm is a small, registered investment adviser that provides comprehensive financial planning and educational seminars to individuals and high‑net‑worth clients, though it currently reports no managed client assets and does not provide custody or discretionary investment management. Services include ongoing and project‑based financial planning that produce written plans and an annual review calendar, as well as group seminars and speaking engagements for organizations and the public. When making securities recommendations as part of planning, the firm applies Modern Portfolio Theory and may use a combination of passive and active vehicles, while tailoring recommendations to clients’ risk tolerance and goals. Rather than charging percentage‑of‑assets fees typical among investment‑manager peers, the firm bills on fixed, project, or hourly bases and may refer clients to unaffiliated third‑party professionals for implementation. Distinctive operational features include a formal program of educational seminars and speaking engagements and the acceptance of hourly billing for project work—both uncommon among firms in this category. The firm is newly formed and the principal continues in outside employment as a high‑school teacher while holding a college‑funding certification, factors that may influence capacity and client availability.
To learn more about the advisors currently working at Infinite Summer Financial Planning, 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 |
|---|---|---|
Needham, MA
| 1
|
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