Linnard Financial Management and Planning, Inc. / Financial Advisor in Boxborough, Massachusetts

David Linnard, BS, CFP, MBA
Linnard Financial Management & Planning, Inc. provides fee-only wealth management, financial planning and investment management services. Our objective is to help you build and preserve wealth through well-informed financial decisions, effective execution and managed investment risk. We provide you with a “blueprint” to achieve your financial goals, continuing assistance, and investment counsel or management. We take our fiduciary relationship seriously. Our individually customized planning and investment solutions are provided on a fee-only basis to assure that your well-being is our sole consideration. Our mission is to satisfy you by providing objective, unbiased assistance.

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