William Sylvia Jr.
CFP®
Great Oak Capital Partners
Principal Partner
William Sylvia Jr.
CFP®
Great Oak Capital Partners
Principal Partner
We’ve chosen to be held to the highest standard of the law to act in our clients’ best interests at all times. In other words, we put our clients first. Not sometimes. Not sort of. Just first. - William Sylvia Jr., CFP®
We provide fiduciary, fee-only wealth management rooted in transparency, logic, and independence. With offices located in South Eastern Massachusetts and South Eastern Florida, we serve clients locally and across the country.
Great Oak Capital Partners doesn’t fit the typical financial advisor mold, for all the right reasons. We are fiduciaries, independent, fee-only, and transparent in everything we do for you. No sales pitches. Just honest, unbiased advice. That’s what we deliver, clearly and simply.
Our firm sets the standard for doing what’s right, both morally and technically. Get to know us, and we’re sure you’ll agree.
Bill Sylvia Jr. wanted to be an astronaut. John Noonan, a doctor. Of course, they were seven years old when they had those dreams, and neither came true. But Bill and John always maintained that desire to do something good for people, something that would truly matter. After Stonehill College for Bill, and Boston University for John, they each decided that financial planning would be their path to helping the world.
At the beginning of their careers, they hadn’t yet met. Bill landed at a national firm, while John got his start at a local boutique firm. The environments were different, but their experiences were the same. Both learned quickly that the financial planning and investment world revolved mainly around the advisors and their companies, not the clients – a truth they both found utterly unacceptable.
In 2007, the two advisors crossed paths at the firm where they both practiced. They became friends, and often discussed their frustrations with the financial planning world. Perhaps a new firm, client-focused and rooted in academia, surrounded only by the like-minded, is what they needed to create. At the time, it was only an idea. But the seeds of Great Oak were planted.
Over the next eight years, they built their practices individually, but in much the same way, always adhering to the principles of independence and transparency that their clients deserved. Both became CFP® practitioners – the highest designation in comprehensive financial planning. Although once again at different firms, Bill and John would collaborate and share ideas often. The roots of Great Oak were now formed, and they ran deep.
In the summer of 2015, Bill and John decided it was time to join forces, and create the fiduciary, fee-only wealth management firm that would set the standard for doing what’s right. That seed, planted years ago, has now fully grown into Great Oak Capital Partners.
William Sylvia Jr. 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.
FIDUCIARY, FEE-ONLY WEALTH MANAGEMENT ROOTED IN TRANSPARENCY, LOGIC AND INDEPENDENCE
What exactly does that mean?
FIDUCIARY: We’ve chosen to be held to the highest standard of the law to act in our clients’ best interests at all times. In other words, we put our clients first. Not sometimes. Not sort of. Just first. Most other advisors choose not to be fiduciaries.
FEE-ONLY: Our only compensation is what our clients pay us. No commissions, bonuses or kickbacks. We are never compensated based on the investments we recommend.
WEALTH MANAGEMENT: It’s more than just investment advice. Our holistic approach integrates your investments, retirement plan, budget, estate plan, taxes and insurance – all of which rely to some degree on the others.
TRANSPARENCY: We’ll gladly share information with you that most advisors don’t want you to know. There’s nothing to hide, and we have no secrets. Our fees are proudly disclosed, upfront and in writing.
LOGIC: Our “evidence-based” investment approach employs decades of peer-reviewed, unbiased academic research. Coupled with sound planning, this approach helps temper emotion – an investor’s worst enemy.
INDEPENDENCE: We have no ties or obligations to any bank, investment company, brokerage firm, insurance company, or mutual fund company. We are unencumbered to do what’s best for you. Our only boss is you, our client.
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
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William Sylvia 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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William Sylvia Jr. 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.
Contact William Sylvia Jr.
Office Locations:
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105R Depot Street
Suite 5
South Easton, MA 02375 -
950 South Pine Island Road
Suite 150A
Plantation, FL 33324
