I’ll be by your side.


What I do.

I have over 20 years of experience in the financial planning sector with particular focus on serving those looking to secure their future retirement.

I understand the unique challenges and opportunities that come with planning for your future. My mission is to partner with each client in reaching their financial goals by using my systematic, evidence-based approach and developing a collaborative, long-lasting relationship built on integrity and transparency.

Simply straightforward.


This comprehensive financial plan provides personalized guidance that includes 6-7 meetings (in-person or virtual), unlimited ability to ask financial questions, timely information and follow-up for your financial plan.

Or get the ball rolling by scheduling a free 1-on-1 consultation call.

I am Bill.

My wife and I live on a 200-year-old working farm in the small town of Bolton, MA. In our free time we try to grow things, work on all the projects that come with owning a historic home and barn, and keep our three labs and Guinea Hens (think a cross between a chicken and turkey) happy and healthy. My wife enjoys riding horses, while I enjoy running, history and cooking.

Latest articles.

401k for your Health

“One of the biggest risks to any financial plan is an unexpected or prolonged health care event in one’s own life or in your family.” I have said some version of that sentence too [...]

Contact Us

I'm not around right now. But you can send me a note and I'll get back to you, asap.

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