Who We Are

LongPoint Financial Planning, LLC is a registered investment advisory firm providing financial investment expertise and planning services on a fee-only basis to individuals and families in the greater Boston area.

LongPoint Financial Planning offers goal-focused financial solutions based on each individual's needs and objectives. We are totally committed to your values and goals, from a single concern to a comprehensive analysis of several inter-related issues.

You can count on us to deliver high-quality, professional financial advice and investment management because we are not influenced by commissions on financial product sales. And, because we do not impose account minimums or net worth requirements like traditional financial planning firms, our services are available to anyone seeking independent, professional advice on an hourly, as-needed basis.

LongPoint Financial Planning is a member of The Garrett Planning Network, a nationwide network of over 250 financial planning professionals dedicated to offering fee-only services on an hourly as-needed basis. The Garrett Planning Network has been hailed as a “new kind of asset for the not-so-rich-and-famous,” by the Washington Post . Jonathan Clements of the Wall Street Journal has said that this is the organization he was “really high on.” And the network has been featured in hundreds of consumer publications, such as Money magazine , Smart Money, Kiplinger's Personal Finance, the Today show, CNNfn , Bloomberg TV and many more. Click here to read what the media are saying about fee-only, hourly, as-needed financial planning and advice.

The People and Their Backgrounds