Carpenter Associates

Carpenter Associates, located in Westford, MA, is dedicated to providing comprehensive financial planning services tailored to busy professionals and retirees. The firm emphasizes a holistic approach to financial management, ensuring that clients' financial lives align with their personal values and goals. Founded in 1998, Carpenter Associates operates with a commitment to fiduciary responsibility, prioritizing clients' best interests in all financial matters. Their team of experienced advisors offers expertise in various areas, including investments, retirement planning, college funding, and navigating the complexities of life changes such as divorce and loss of a spouse. Generated from the website

Monument Financial Advisors, based in historic Concord, Massachusetts, specializes in guiding clients towards financial independence through objective and transparent advice. With a team of fee-only fiduciary advisors, they offer integrated financial planning tailored to a diverse clientele across fifteen states and three countries, addressing unique needs associated with life transitions, retirement planning, and wealth management. Committed to putting their clients' interests first, Monument Financial Advisors focuses on crafting comprehensive financial strategies that encompass investments, tax planning, estate planning, and risk management. Their disciplined investment philosophy emphasizes simplifying the investment process, enabling clients to make informed decisions while achieving their long-term financial goals. Generated from the website