Linnard Financial Management & Planning, Inc. is a Massachusetts-based fee-only financial planning and investment advisor. Founded in 2002, they provide unbiased and objective financial advice, as well as risk-conscious investment services. Led by Certified Financial PlannerTM David Linnard, they offer comprehensive financial planning, analysis, and investment strategy tailored to each client's individual circumstances and goals.
With a fiduciary relationship with all clients, Linnard Financial Management & Planning prioritizes their clients' well-being and aims to earn their confidence by providing objective and unbiased assistance. They do not sell products or receive commissions, ensuring their advice is solely focused on the client's best interests. Their unique approach to risk-managed investing sets them apart from other financial advisors, and their website offers valuable information on retirement planning and asset allocation to help clients secure their financial future.
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