A complete list of active advisors currently associated with SweetMoney
Warmer can help you find a great advisor at SweetMoney or one who fits your needs even better.
SweetMoney serves individuals and couples who want to integrate personal values into their financial decisions, providing counseling and coaching on budgeting, debt management, savings, retirement plan selection, and related decision support. Services are delivered in person and by phone, with written reports available on request, and the firm also conducts workshops for corporate employees and educational institutions. The firm does not provide portfolio management, custody of client assets, or sell investment or insurance products; instead it charges for advice on an hourly basis rather than using percentage-of-assets fees. When giving investment guidance SweetMoney emphasizes diversified, low‑cost mutual funds for long‑term growth, client education, and periodic reviews, and it refers clients to third‑party managers if they prefer hands‑on management. Compared with peers, SweetMoney is notable for its unusually high client load for a solo adviser, reflecting a high‑volume, advice‑focused practice rather than an asset‑management model. Its explicit focus on the emotional and communication aspects of money, use of sliding‑scale hourly billing, and routine referrals for active management further underscore a planning-and-coaching orientation that differs from typical independent advisers.
To learn more about the advisors currently working at SweetMoney, 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 |
|---|---|---|
Greenfield, MA
| 24
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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