Advanced Portfolio Design, LLC
Fee-Only Financial Advisor located in Westford, MA and serving the entire region and clients across the country.
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 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 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
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Peter Canniff 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.
Peter Canniff is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Peter Canniff is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Peter Canniff
515 Groton Road suite 201
Westford, MA 01886