David McPherson, CFP, founded Four Ponds Financial Planning in 2007 to provide sound, objective financial advice to clients looking for help with their investments, retirement planning and other money-related needs. The firm works with clients from offices on Cape Cod and in Boston. It also serves clients long distance via online technology.
The firm grew out of David's earlier career as a financial journalist when he gained an up-close view of the shenanigans in some segments of the financial services industry. He concluded there is an unmet need for sound financial advice from objective sources. The firm's name is derived from the Four Ponds Conservation Area located a short walk from David McPherson's home in the Pocasset section of Bourne on Cape Cod.
The firm grew out of David's earlier career as a financial journalist when he gained an up-close view of the shenanigans in some segments of the financial services industry. He concluded there is an unmet need for sound financial advice from objective sources. The firm's name is derived from the Four Ponds Conservation Area located a short walk from David McPherson's home in the Pocasset section of Bourne on Cape Cod.
Services
An overall review of your financial health with an emphasis on retirement planning and investments. Seeks to identify other issues that may require attention including insurance, estate planning and spending. Findings and recommendations from the planning review are outlined in a presentation meeting and provided in writing.
In most cases, investment management follows the completion of a financial plan that serves as the foundation for our work together. We do the work to help you set up the appropriate investment accounts, consolidate existing accounts and invest them in a way appropriate to your unique circumstances.
Keyana brings more than 20 years of experience in business management in financial services, higher education, and nonprofit industries. The idea of investing according to Environmental, Social, or Governance (ESG) values continues to gain momentum, yet the terminology itself can lead to confusion among investors.
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