A complete list of active advisors currently associated with PlanDynamic, LLC
Warmer can help you find a great advisor at PlanDynamic, LLC or one who fits your needs even better.
PlanDynamic provides wealth management, comprehensive financial planning, and project-based planning services to individuals, high-net-worth individuals, trusts, and estates. The firm delivers discretionary portfolio management alongside coordinated planning work and may refer clients to outside specialists as needed. The firm follows a goals-based, primarily long-term investment approach informed by fundamental analysis, constructing portfolios of roughly eight to thirty-five holdings using index, smart‑beta and other low‑cost ETFs, individual stocks, bonds, and alternative investments as appropriate. PlanDynamic emphasizes ongoing, interactive planning supported by technology to model potential outcomes and incorporates tax-aware practices such as tax‑loss harvesting and retention of legacy positions when aligned with client objectives. PlanDynamic is notable for the gap between assets it manages and advises: approximately $28.9 million in discretionary AUM while providing advisory services on about $220 million in assets under advisement, and for using a multi-component advisory structure that separates a recurring planning component from asset-based management. The firm also maintains an institutional relationship with its custodian for platform and support services, and it typically provides personalized, tax‑sensitive portfolio construction rather than exclusively model‑based, pooled strategies.
To learn more about the advisors currently working at PlanDynamic, 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 |
|---|---|---|
Framingham, MA
| 12
|
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