Fee-only fiduciary · Boston · est. 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 band 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 be confusable, and that's not an accident. A field guide to what advice really costs, with the marginal-tier math worked out in the open.
By Marcus Okafor, CFP® — Partner · Senior Wealth Advisor
Everything here is educational, not individualized advice — your situation is the part that matters, and it isn't in an article. That conversation is free to start.
The first step is free
Articles generalize; advisors don't. Bring whatever prompted the reading — the introduction is free and refreshingly specific.