PennyTree Advisers, LLC

Special Announcement

There will be important changes occurring over the next few months. My home in Braintree, Massachusetts for the past 42 years goes on the market this week. After the sale closes, we will be moving to our "cape on the Cape". 

This will impact my financial planning practice as I will no longer maintain an office in Braintree. While I would like to continue to serve all of my clients, I decided to limit the practice only to those who pay an annual subscription fee billed to a credit card at $100.00 per month. You can find more information about what is included in the subscription on the SERVICES section of my website.

 I will serve most clients virtually using Go-to-Meeting. If in-person meetings are needed, I can schedule conference room space in several locations. 

The timing of this transition will depend on how quickly the Braintree house sells and the timing of the close, but I expect to give up my existing office at the end of this month.

Please send me an email if you would like to become a subscriber and I will reply with the necessary information. 

For those who choose not to become subscribers, I will be posting a list of fee-only advisors that I would recommend in the Boston area on my website later this month.

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.

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