David Linnard

CFP®, MBA

Linnard Financial Management and Planning, Inc.

President

Contact Me

David Linnard

CFP®, MBA

Linnard Financial Management and Planning, Inc.

President

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Linnard, CFP®, MBA

Contact Me

978-266-2958

Website

Linnard Financial Management & Planning is a Massachusetts, Fee-Only, financial planner and Registered Investment Advisor. LFM&P began with the objective of providing clients with unbiased, objective financial advice and risk-conscious investment services, and has done just that since 2002.

Meet David Linnard

David Linnard is a Boxborough, MA fee-only financial planner. Linnard Financial Management and Planning, Inc. provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, David Linnard is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

David Linnard is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    David Linnard is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact David Linnard

978-266-2958

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Office Locations:

  • 46 Chester Rd
    Boxborough, MA 1719

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