Proudly Serving Plymouth, Laconia, Concord, Hanover, North Conway and Manchester.
Fee-Only Financial Planning Services Since 1982
Led by the needs of his clients, Bob developed the firm's expertise in comprehensive planning. His client base includes women, retiring and retired couples, and owners of closely held businesses. They look to our team to help articulate personal goals and develop comprehensive planning strategies for achieving those goals.
In the fourteen years prior to founding his own business, Bob was associated with trust departments where he administered estates, trusts and developed new business. Bob's undergraduate studies were at Siena College in Loudonville, NY. He was awarded the Master of Science Degree in Financial Services (MSFS) from the American College in Bryn Mawr, Pennsylvania.
Financial writers have sought Bob's expertise in areas of personal finance. He has been quoted in the Wall Street Journal, Investment Advisor, Medical Economics, Physicians Personal Advisory and Money magazine; Bob has also been featured in Financial Planner magazine for his work as a financial advisor to women.
In addition, Bob has been recognized as one of the best financial advisors in the country by Money and Worth magazine. Medical Economics also recognized Bob as one of the best financial planners in the country for doctors.
Bob is a long-time participant in the "Who Can Make the Best Apple Pie Contest" in Holderness, New Hampshire.