Peter Canniff

CFP®

Advanced Portfolio Design, LLC

Financial Advisor

Peter Canniff

CFP®

Advanced Portfolio Design, LLC

Financial Advisor

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

(978) 850-4910

Fee-Only Financial Advisor located in Westford, MA and serving the entire region and clients across the country.

Peter Canniff is a Westford, MA fee-only financial planner. Advanced Portfolio Design, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Peter Canniff is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Peter Canniff is the founder and principal of Advanced Portfolio Design, LLC. He has over 21 years of experience working in financial planning and investment management. Peter works with most clients in person to get to know their needs and to uncover every financial opportunity available to help the client most efficiently and effectively work toward their financial goals. Peter has been working with clients in MA and NH for many years and also meets with remote clients via Skype or other electronic means.

Peter specializes in asset allocation portfolio design and retirement income planning considering complex cash flows and tax concerns. In order to quickly adapt to new technology and utilize more customized and comprehensive client service capabilities, he founded Advanced Portfolio Design, LLC in 2006.

Peter has a bachelor’s degree in Business Management from Fitchburg State College, and has 8 years of management experience outside of the financial services industry. He is a Certified Financial PlannerTM professional, a Registered Investment Adviser and a licensed insurance consultant.  Peter is also a NAPFA-Registered Financial Advisor.

Peter has been quoted in the Wall Street Journal, Business Week, Money Magazine, and has published articles on the Financial Advice Network web site.

Peter lives with his family in Tyngsborough Massachusetts and  enjoys family time and outdoor activities.

NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.

Peter Canniff is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

Advanced Portfolio Design, LLC is a specialty firm focused on applying leading edge asset allocation planning and high quality investment selection processes with special consideration given to constantly changing tax issues, and changing cash flow needs. We work primarily with people whose investment portfolios have reached a “critical mass” where mistakes or lack of proper attention are unacceptable.

We also help our clients handle difficult or complex financial decisions around the main areas of financial planning. We help people make decisions regarding their entire wealth circumstances, not just their stocks, bonds and bank accounts. We help them to grow their assets, control their risks, and avoid costly and unnecessary expenses.

How are we different?

  • We are fee only, we are fiduciaries—we do not represent financial or insurance companies, we work only for our clients’ best interest.

  • We take the time to listen to you, get to know your needs, and help you learn more about the financial issues that are important to you.

  • We provide custom portfolio design which integrates your entire financial situation. We also integrate your financial sophistication level, risk tolerance and investment style preferences.

  • We provide quarterly performance reports and quarterly asset allocation reviews.

  • For our Wealth Planning clients we provide an online data aggregation service which allows you to view your entire financial situation on one page, on any given day.

  • We go the extra mile to explore sophisticated tax and investment strategies that may help you do better.

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

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Peter Canniff

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Office Locations:

  • 515 Groton Road suite 201
    Westford, MA 01886

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