Announcing our second annual Impact Report 

Throughout this report you will read about our efforts as a business to rise to the challenges this last year presented and the ways we have come out on the other side - looking at our business, our industry, and the world as a different place and one that we hope to continue shaping for the better.

Meet Jennifer Christian Murtie, MBA, our newest Partner

Congratulations to Jen Murtie, Head of our High Net Worth practice, on being named Partner. Jen shares in this recent podcast how her upbringing overseas shapes the perspective she brings to our clients and our industry.

Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, named CFP Board Ambassador

Please join us in congratulating our colleague Akeiva Ellis on being named CFP Board Ambassador. This is a position with national reach, focused on promoting the need for financial education and competent, ethical financial planning.

Sheila Lawrence, MALD, CFP®, CAP®, nominated onto the Community Advisory Board of WBUR

Sheila has accepted a nomination onto the Community Advisory Board of WBUR, Boston’s NPR News Station. The Advisory Board is composed of Boston-area community and business leaders dedicated to supporting and advancing the mission of WBUR and its affiliated stations, while representing the different voices and faces of our community.

Our Core Values
by Roy Ballentine

Seeking and valuing diverse perspectives has always been a value of our firm – see Roy Ballentine's ethos paper on this and other core values we hold dear and that we trust will continue to shape our firm into the future.