Financial planners in Burlington, MA

HELPING
YOU ELEVATE YOUR FINANCIAL POTENTIAL

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The Burlington, MA, team

Brian Amper

Executive Director, Financial Planning

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Jared Rubin

Director, Financial Planning

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Jonathan Merrigan

Director, Financial Planning

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Kevin Yorkey

Director, Financial Planning

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Mike Trainor

Director, Financial Planning

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Steve Freedman

Director, Financial Planning

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Josh Andreasen

Director, Financial Planning

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning