Kelsey Brennan
CFP®
Perennial Advisors Group
Financial Advisor
Kelsey Brennan
CFP®
Perennial Advisors Group
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kelsey Brennan, CFP®
Fee-Only financial planner located in Westford, MA, serving clients locally and across the country
Kelsey Brennan is a Westford, MA fee-only financial planner. Perennial Advisors Group provides comprehensive financial planning, investment management, retirement and college planning to help Millennials and Gen Xers and their growing families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kelsey Brennan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kelsey Brennan is a fee-only financial advisor at Perrennial Advisors Group located in Westford, MA.
I joined Perennial in 2015 and I obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2019. My goal is to help our clients feel confident about their financial decisions and to provide peace of mind when it comes to their investments.
Prior to joining Perennial, I attended Bentley University where I received a Bachelor of Science in Managerial Economics. I also completed an integrated double major in Global Perspectives. During that time I interned at two different Investment Advisory Firms. My experience in those positions granted me a first look into the investment world, and they were what drew me to the financial planning profession.
Outside of work I enjoy traveling and spending time with my family & friends. On a normal day you might find me out for a jog, cooking up a new recipe, or enjoying a good book.
Kelsey Brennan 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.
At Perennial Advisors Group, our goal is to help clients align their financial lives with what is most important to them.
When we began in the late 90’s, the term “fee-only” was fairly new, as was the financial planning industry itself.
We saw the need to help people without the sales pressure often found in the broker-dealer world, where “advisors” are selling financial products for a commission. Our fee-only philosophy seeks to minimize these conflicts of interest. Our mission is to be our client’s go-to resource for all aspects of their financial lives; to help them identify and reach their goals, and to provide them with a positive investment experience. We take great pride in the fact that the majority of our growth as a firm has been due to referrals from our clients.
Perennial Advisors Group was founded with a desire to build lasting relationships with clients and to truly make a difference in their lives. We strive to provide a personal experience with financial planning advice that is tailored to each individual, couple, or family’s specific situation and life goals.
What is fee-only? Fee-only means our only form of compensation are the fees paid directly to us from clients. We do not sell products, earn commissions, or accept referral fees of any kind. Being fee-only advisors reduces potential conflicts of interest, and allows us to provide objective advice.
What is a fiduciary? As registered investment advisors, we are legally required to act in your best interest. Unlike broker-dealers and some bank representatives who are compensated by selling products, and are not fiduciaries, we always put your interests first when making investment recommendations.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Planning
- Investment Management
- Tax Planning
- Pension & Social Security Planning
- Stock Options
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Novice Investors
- Young Professionals
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kelsey Brennan is a NAPFA-Registered Financial AdvisorThe 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.
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Kelsey Brennan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Kelsey Brennan is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Perennial Advisors Group is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Kelsey Brennan
Office Locations:
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270 Littleton Road
Suite 19
Westford, MA 01886
