A complete list of active advisors currently associated with Toole Financial

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

Toole Financial is a fee-only independent advisory firm that provides project-based and ongoing financial planning to individuals, high-net-worth clients, and charitable organizations. Services include retirement and estate planning, tax and cash-flow analysis, business planning, investment analysis, risk management, and non-advisory financial education for organizations. The firm’s advice is delivered through tailored planning engagements; when securities are recommended, the approach emphasizes Modern Portfolio Theory and passive, asset-allocation-based recommendations. Toole Financial does not provide discretionary portfolio management or custody, and clients implement recommendations with custodians of their choice; fees are charged on an hourly or fixed recurring basis rather than as a percentage of assets. Compared with many peers, the firm’s work with charitable organizations and its offering of organizational seminars and financial wellness programs are notable and relatively uncommon for a solo independent adviser. Its explicit focus on planning and education—combined with an absence of AUM-based billing and discretionary investment management—means clients engage the firm primarily for advice and implementation guidance rather than outsourced investment execution.

To learn more about the advisors currently working at Toole Financial, 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
Edward Toole	Longmeadow, MA	1

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