PennyTree Advisers, LLC

Special Announcement

Important changes are coming.  My home in Braintree for the past 42 years sold the first day it hit the market. In mid-July, my wife and I will be moving to our "cape on the Cape". 

I am downsizing my financial planning practice and will no longer maintain an office in Braintree afetr June 30, 2018. While I would like to continue to serve all of my clients, I must limit the practice only to those who wish to continue as subscribers. You can find more information about what is included as a subscriber on the SERVICES section of my website.

Most client meetings will take place virtually using Go-to-Meeting. If in-person meetings are required, I have access to conference room space in several locations. 

Last month, several more clients decided to to become subscribers and I am happy to extend this service to others but may have to limit the number so don’t delay if you want to continue working together..

For clients who choose not to become subscribers, a Resource Page of other NAPFA fee-only advisors will post to my website after June 20th.

Personal Financial Planning - We help individual clients to achieve financial success through the effective management of their financial resources. We work with clients in Greater Boston, South Shore, Southeastern Massachusetts, Cape Cod and across the nation. We also provide services in Ireland through a consulting agreement with a Dublin-based financial planning firm.

Forensic Advisory Services - We provide a professional  evaluation of the quality of advice you received from other financial professionals. This includes litigation support for attorneys.

Use the menu bar above to learn about us, to access our blog, download our newsletter or access other materials available on the site.

Are you confused about how financial advisers are paid?  Download the NAPFA Infographic HOW TO REDUCE COSTS THAT DRAIN RETIREMENT SAVINGS



© PennyTree Advisers, LLC 2018