- 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
Stoneham, MA 02180
Thomas Wade 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?
Tom earned his Bachelor of Business Administration degree with a concentration in Finance from the University of Massachusetts, Amherst. He is a Certified Financial Planner™ practitioner and earned the Chartered Mutual Fund Counselor designation from the College of Financial Planning.
Tom also is a Registered Advisor with the National Association of Personal Financial Advisors, the nation's only organization dedicated to the "fee-only" financial planning profession.