Cushman Insurance Solutions

Plum Street Advisors is a boutique investment firm based in Newton, MA, dedicated to empowering individuals in gaining control over their financial lives. With a focus on providing personalized guidance and a fiduciary duty to act in the best interest of their clients, Plum Street Advisors offers a range of services including financial planning, retirement planning, investment management, and estate planning. As a Registered Investment Advisor (RIA), Plum Street Advisors prioritizes transparency and avoids conflicts of interest by not selling financial products or earning commissions. Their investment approach emphasizes true diversification, cost management, target-based rebalancing, and tax optimization, ensuring clients receive tailored solutions that align with their unique financial goals and circumstances.Generated from the website