A complete list of active advisors currently associated with Southshore Financial Planning

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

Southshore Financial Planning provides discretionary and non-discretionary portfolio management together with comprehensive and limited-scope financial planning to individuals and a smaller set of other clients, including high-net-worth individuals, charitable organizations, and businesses. The firm also coordinates ancillary services for clients, such as tax return preparation through a third‑party CPA firm and estate-document assistance via outside scrivener services or attorneys. The firm’s investment process centers on fundamental analysis within a modern portfolio theory framework and generally favors passive implementation using index mutual funds and ETFs. Portfolios are constructed around client-specific investment policy statements, and the adviser performs ongoing monitoring, rebalancing and reviews — including implementation for held-away accounts such as 401(k)s via an order management system when applicable. A notable operational distinction is that the firm does not use a percentage-of-assets fee model; instead it discloses fixed monthly, project-based and hourly fee arrangements and an annual CPI-linked fee escalation. The brochure also discloses use of solicitor and referral arrangements (including participation in a referral network) and coordination with multiple third‑party providers, and the firm’s materials indicate the use of client testimonials in advertising, a practice relatively uncommon among peer independent advisers.

To learn more about the advisors currently working at Southshore 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.