A complete list of active advisors currently associated with Wealthmind Financial Planning
Warmer can help you find a great advisor at Wealthmind Financial Planning or one who fits your needs even better.
Wealthmind Financial Planning is a fee-only advisory firm that provides discretionary investment management and comprehensive financial planning to individual and high‑net‑worth clients. The firm manages roughly $15.48 million for about ten clients and offers both ongoing planning bundled with investment management and project‑based or one‑time financial planning engagements. The firm develops individualized investment policies and implements them using a mix of passive and active strategies grounded in modern portfolio theory, primarily through stocks, bonds, mutual funds, and ETFs, with the option to incorporate socially responsible (ESG) screens. Portfolio supervision is discretionary with quarterly reviews, and financial planning work covers cash flow, retirement, tax, estate, insurance, and business planning as appropriate to each client’s circumstances. Noteworthy features include the firm’s recent changes to its service model — it removed the non‑discretionary trading option and no longer offers ongoing planning without investment management — and its explicit policy not to aggregate or block trades across client accounts. The firm, founded and registered in 2023, discloses use of Charles Schwab’s institutional platform (and the attendant custodial support services that can create potential conflicts) and its principal holds CFP® and RICP® credentials.
To learn more about the advisors currently working at Wealthmind 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.
Name |
Location |
Years of experience |
|---|---|---|
Cambridge, MA
| 4
|
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