Fee-only fiduciary · Boston · Since 1998 Client portal login
Insights
We publish when we have something durable to say, which is less often than a content calendar would like. What you'll find here: the mechanics of good planning, explained the way we explain them across a table.
May 12, 2026 9 min read
Most retirement projections fail the same way: they average away the exact risks that ruin retirements. Here's how sequence risk actually works, and why an honest plan is a range of outcomes, not a point.
By Eleanor Voss, CFP®, CFA · Founding Partner · Chief Investment Officer
March 24, 2026 8 min read
Fee-only, fee-based, commission: the words are close enough to confuse, and that's not an accident. A field guide to what advice really costs, with the tiered math worked out in the open.
By Marcus Okafor, CFP® · Partner · Senior Wealth Advisor
Everything here is general education, not investment advice. Your situation is the part that matters, and it isn't in an article. That conversation is free to start, and the FAQ covers the questions we hear most.
The first step is free
Articles generalize; advisors don't. Bring whatever prompted the reading. The introduction is free and refreshingly specific.