Business Planning

You know where you want to go—and having a trusted guide by your side can make all the difference in helping you get there. We’re with you every step of the way, anticipating and addressing the issues that affect you as a business owner or plan sponsor, so you’re empowered to pursue your aspirations.

Solutions Powered
by Forward Thinking

We work with you to create a strategic plan around the unique issues specific to you as a business owner or shareholder, helping you prioritize and balance your business ambitions with personal and family needs. Together, we’ll consider options for everything—all to help you optimize value and minimize risk to pave the way for your legacy.

Risk Management Planning

We can work with your network to help identify these factors and explore options for mitigating your exposure.

Executive Planning

Rely on us to help you create an executive compensation plan that incorporates benefits such as insurance, retirement plans, and stock options.

Succession Planning

Whatever the circumstances—from determining valuation and positioning your business for sale, we’ll help you lay the groundwork for protecting your legacy.

Specialized Retirement Plan Knowledge for Your Firm and Your People

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When it comes to retirement plans, there’s no one-size-fits-all solution. Our industry expertise and designations, coupled with our individualized, consultative approach, means you can expect a plan that’s tailored to fulfill your firm’s objectives—and provides the investment options and overall value your employees want.

Learn More about our Retirement Plan Consulting Services

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An Independent Perspective

Our independence allows us to align our interests with yours, so you’ll know that the advice we offer is singularly aimed at meeting your goals and needs.

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Investment Services

The investment recommendations we make help craft your plan’s investment policy statement and provide ongoing monitoring and review of investments.

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Fiduciary Know-How

We share the fiduciary role with you, helping you to navigate industry changes and manage risks, ensure that you’re up to date on the latest requirements.

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Employee Engagement and Education

We create a customized employee education program focused on maintaining financial wellness through planning and saving.

Build Your Financial Future Today

Get on track with your goals and work toward your financial future with help from our advisors at your side. Contact us to schedule a complimentary consultation

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Industry Awards & Recognitions

Thomas J. Bartholomew, President, AIF^®

Top 100 Financial Advisors

Barron’s magazine 2024

Best in State Wealth Advisors
Forbes magazine 2018-2024

Financial Advisors in America/Top 30 in Massachusetts
Barron s magazine, 2014-2024

Barron's Top 100 Independent Advisors
Barron's, 2020-2024

Five Star Wealth Manager
Boston Magazine 2018-2024

Top 1,000 Financial Advisors in America/Top 25 in Massachusetts Barron's magazine 2013, 2012, 2010

Joshua A. Paul, Senior Vice President, CFP^®, AIF^®

Five Star Wealth Manager
Boston Magazine 2018-2024

James W. Cushman, AIF^®

Five Star Wealth Manager
Boston Magazine 2023-2024

2024 Barron’s Top 100 Advisors, created by Barron's. Presented in May 2024 for the previous year. 1,160 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/4uy89wxt

2018-2024 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3kkrphcm

2014-2024 Barron's Top 1200 Advisors and 2012-2013 Barron’s Top 1000 Advisors, created by Barron's. Presented in March 2024 based on data gathered from Sept 2022 to Sept 2023. 6,505 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3kkrphcm

2020-2023 Barron's Top 100 independent advisors, created by Barron's. The 2023 award was presented in September 2023 based on data gathered from June 2022 to June 2023. 476 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Barron's for most recent award information.

2018-2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in February 2024 based on data gathered within 12 months preceding the issue date. 4,421 advisors were considered, 580 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit https://www.fivestarprofessional.com