A complete list of active advisors currently associated with Nefpg

Warmer can help you find a great advisor at Nefpg or one who fits your needs even better.

New England Financial Planning Group (NEFPG) serves individuals — including high‑net‑worth clients — as well as trusts, estates and retirement plan clients, providing asset management, financial planning and investment advisory consulting. The firm manages approximately $246 million for roughly 196 client accounts and operates with a small advisory team of three advisors, delivering both discretionary and non‑discretionary portfolio management alongside limited or ongoing planning engagements. NEFPG tailors investment programs to client objectives and risk tolerances and uses a mix of fundamental, technical, charting and cyclical analysis to inform portfolio decisions, employing strategies that can include long‑ and short‑term purchases, option writing, margin and alternative investments where appropriate. The firm also implements client‑specific restrictions and periodic reviews and offers both full investment management and consultation on assets custodied outside of its primary clearing relationship. Compared with many peers, NEFPG participates extensively in Raymond James wrap fee programs (including IMPAC, FREEDOM, EAGLE, RJCS and the Ambassador program) and serves as the adviser/manager in those structures while Raymond James serves as sponsor and custodian, a relationship that affects account administration, sweep options and how certain cash balances and non‑billable assets are treated. NEFPG’s advisors also maintain broker‑dealer and insurance registrations, and the brochure discloses related operational features — such as receipt of Raymond James‑provided software and the application of program-specific billing rules — that may be relevant to prospective clients evaluating conflicts of interest and execution/service arrangements.

To learn more about the advisors currently working at Nefpg, 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.