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What We Do

If you have been searching for a “certified financial planner near me,” we are your answer! We are a full-service financial advisory firm committed to helping individuals and families pursue and achieve their financial goals. We offer a wide range of financial products and services to individuals and business owners working in a fiduciary capacity.

With Joffrey Smith, CERTIFIED FINANCIAL PLANNER™, at the head of our firm, we are led by the guiding principles and ethical standards of the CFP Board. That means everything we do and all the advice we give is based solely on the best interests of our clients. 

We help our clients to identify their long-term goals by getting to know them personally. By learning about what our clients value most and what their overall objectives are, we can tailor solutions and find the right products to help them succeed. 

We can customize investment portfolios, help you with retirement fund rollovers, provide insurance planning, and create long-term retirement plans that we can adjust as your circumstances require.

How We Work

How We Work

We work as a fiduciary on a fee-only investment basis so that the conflict of interests created by commission-based products are eliminated. Our advice will always be disinterested, well-informed, highly researched, and aimed at what is best for you, based on your resources, your needs and your goals. That’s the Joffrey, CFP® guarantee! 

Why Finding a Fee-Based CFP® Matters for Your Investments

Working on a fee only investment basis allows us to:

  • Customize an investment portfolio that is designed to help you pursue your short and long-term investment goals.
  • Provide simplified performance reporting, making it easy for you to monitor your account.
  • Support you with ongoing professional advice, timely information about your account and updates on the world's financial markets.
  • Manage your portfolio and make investment changes without commissions as your objectives or the economic climate changes.
Our Firm is Independent

Our Firm is Independent

As independent financial advisors and a fee-based investment firm, we are not tied to any specific financial institution or product, which means we can offer a wider range of investment options and unbiased advice. That means we can implement custom solutions that meet your specific needs. The world is your oyster! 

Why Work with Us?

Among the designations our firm can boast, CERTIFIED FINANCIAL PLANNER™ (CFP®) is not the least. That alone can give you the peace of mind you need knowing that we are led and informed by the Code of Ethics established by the CFP® Board. On top of that, our professionals carry many other distinctions, honors and designations that prove their competence, expertise and integrity.

Investing can be a complex and confusing process, with many different options and factors to consider. While it's possible for investors to learn about and manage their own investments, using a financial advisor can provide a range of benefits. We help investors develop a personalized investment plan based on their goals, risk tolerance, and financial situation. We also provide guidance on investment decisions, help investors navigate market volatility, and provide ongoing monitoring and adjustments to their portfolio. Additionally, a financial advisor can provide education and resources to help investors make informed decisions and stay on track towards their financial goals. Overall, we provide investors with a greater level of confidence and peace of mind when it comes to their investments.

Financial Advisor in Worcester, MA

Not only are we led by the gold standard of ethics and excellence in the financial world, but we are locally owned and operated. That means we are members of the same community and have the same interest in making it a better place. Worcester is an amazing place to live and do business in. By helping the people here to be more prosperous and financially stable, we are helping the local economy. We truly believe that as an independent financial planning firm in Massachusetts, we are making the state a better place.

Give Us A Call!

We would love the opportunity to get to know you and what your financial goals are. Helping you to achieve them starts with a conversation. Schedule a no-obligation consultation with us today!

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