Financially in Tune

Financially in Tune is a fee-only fiduciary advisory firm located in Wakefield, MA, dedicated to providing independent financial planning and investment management services to individuals and families at various stages of life. The experienced team, led by Jeanne Gibson Sullivan, Philip Lee, Jennifer Kundrot, and Mandy Magee, tailors financial strategies to meet each client's unique circumstances, ensuring that all elements work harmoniously together.

Clients can choose from comprehensive financial planning and portfolio management or seek limited advice on an hourly or project basis, allowing for customized recommendations based on individual risk tolerance and time horizons. Financially in Tune emphasizes the importance of a well-coordinated financial plan, likening it to a piece of music that brings joy when all sections are in sync.

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