Our Heart

Our Heart

At Northeast Planning Associates, we are passionate about empowering our clients
to grow in financial health so they can live their best lives.

We are a privately owned, family-operated Certified Financial Planning™️ practice. Being an independent firm, we are free to connect to our clients first as people. We thrive on learning about what drives people and what motivates them. Only after we understand our community members do we then align products and services that are truly beneficial. We collaborate first with our community members, then to implement we collaborate regionally with the Northeast Planning Associates network and nationally with LPL Financial in order to best deliver the type of service to our clients that we ourselves would expect.

Our ideal clients are those who both proactively take ownership of their financial journey and sync well with the education based nature of our practice model. This leads to empowering & equipping our community members to make their own decisions. Clients are always in charge of their own financial path; it’s our pleasure simply to help them chart the course by setting up the right waypoints. For us at Northeast Planning Associates, the opportunity is never whether a client has saved or is earning, but rather their willingness to engage in a proven process of self-examination and goal-setting.

Our founder has extensive experience serving high net worth and ultra-high net worth clients. While we have no minimums as a practice, we serve well those who have investable net worth of $3m and above and/or private business owners and equity owners of publicly traded companies. These referrals are typically looking to better coordinate wealth management transfer and tax planning strategies within our professional network. Referrals from one of our existing clients or from their network of professionals is how we typically connect to new clients.

Please note that while we are selectively taking on new clients, we are presently referral only presently. We always have time and space to meet with anyone for an initial consultation regardless of whether they have been referred to us or not. However, for ongoing wealth planning and management we are limiting our new community members only to those who already know someone that we are already working with.

  • “We have so much faith and trust in you...We appreciate your guidance and knowledge in the areas where we know nothing…”

    ~ D.N.

  • “Thank you for all of the work you have put into our financial future. It is nice to see a plan tailored to us that shows us “we got this,” with your guidance, going into retirement. For all the years prior, it seemed like we were just drifting without a real plan.”

    ~ Michael B.

  • “When I first learned I would receive an inheritance, I had no idea what I would do with it….thank you for helping me with my journey into investing. I feel a weight has been lifted off my shoulders, knowing that my future is more secure than ever.”

    ~ Muriel W.

  • "Just wanted to thank you again for the annual review call… I pick up things and learn more each time we talk. We both truly do enjoy working with you and so appreciate all that you do. Your knowledge, expertise, and guidance are top notch, not to mention you are always so pleasant to work with and always so responsive! We feel very fortunate to have you both ‘on our side.’”

    ~ Tyler P.

  • “What an amazing meeting with Jay…my heart is so filled with gratitude.”

    ~ Jeannine H.

This statement is a testimonial by a client of a financial professional as of November, 2024. 
The client has not been paid or received any other compensation for making this statement. 
As a result, the client does not receive any material incentive or benefits for providing their testimonial.