David  Linnard

David Linnard

| CFP®, MBA

Linnard Financial Management and Planning, Inc.

Fee Only Financial Planner Located in Boxborough, MA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

46 Chester Road
Boxborough, MA 01719

David Linnard is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

David Linnard has provided fee-only financial planning services from Boxborough, MA since 2002. He is a NAPFA-Registered Financial Advisor, and  a CERTIFIED FINANCIAL PLANNER(TM) professional. He received an MBA degree, with Honors, concentrating in finance, from Boston University and a BS degree from Cornell University. He was elected to Beta Gamma Sigma, the international honor society recognizing business excellence. David has been an active investor and a student of the financial markets since 1969, He has developed models of asset class performance, risk and the effects of cyclical forces on investment values. Based on this work, he developed the MarketAware(SM) investment approach, which is designed to reduce market risk by proactively managing asset allocation. He has been managing portfolios since 1992. Additionally, David was a member of the Board of Directors of The Discovery Museums, an Acton MA educational organization for six years and Treasurer for five.