We take a team based approach in working with you that leverages the extensive resources of the firm and the collective experience of our diverse and talented team of associates that represent a combination of experience, backgrounds, degrees and professional designations. Finivi is an independent, fee-based financial planning and investment management firm that offers clear, actionable advice designed to help improve your life.
When he is not researching the next great stock to add to client portfolios, you can find him travelling frequently with his family to Jackson Hole Wyoming. Steve would tell you that one of the best parts of the day is spent talking to clients and relationships that result from it. When away from the office, he loves to travel the back roads of New England enjoying all the great sites that can be found off the beaten path.
When he is not researching the next great stock to add to client portfolios, you can find him travelling frequently with his family to Jackson Hole Wyoming. Steve would tell you that one of the best parts of the day is spent talking to clients and relationships that result from it. When away from the office, he loves to travel the back roads of New England enjoying all the great sites that can be found off the beaten path.
Services
Our goals-based investment management services are designed to help you link your preferred lifestyle and investment objectives with personalized, professionally managed investment strategies. Objective, fee-only investment management. Your interests are the driving force behind every decision we make.
In the past, you worked, you saved, you retired -- and, in that world, providing linear retirement planning solutions for that straightforward path was sufficient. We know that this isn't the world we live in anymore, as the very concept of retirement is being re-defined, and so has our approach to traditional retirement planning.
With ever-increasing college education costs and average graduation rates of almost six years (per child), like most parents, you're probably concerned about paying for college without going broke, jeopardizing your retirement, or taking on significant student loan debt.
We take a holistic view of your financial situation, tax status, and other factors to help you best integrate your college funding solutions with your overall financial, investment, and retirement planning goals and strategies.Our College Planning Services help you make well-informed college planning and funding decisions and show you ways to both SAVE on and FOR the Cost of College.
We take a holistic view of your financial situation, tax status, and other factors to help you best integrate your college funding solutions with your overall financial, investment, and retirement planning goals and strategies.Our College Planning Services help you make well-informed college planning and funding decisions and show you ways to both SAVE on and FOR the Cost of College.
Whether you are recently divorced, widowed or just simply looking for financial advice geared more towards the unique planning needs of a Savvy and Independent Women, you have come to the right place. Meet our highly engaged, supportive and experienced women and wealth advisors who are passionate about helping other women who find themselves at a crossroad in their lives.
From the moment you walk into our office or speak with one of our team members on the phone, you will feel the warm, genuine and caring attitude that comes from a highly-engaged team of individuals who are sincerely interested in getting to know you and understanding how we may help improve your life in some way.
