Harvard Square Financial Planning helps members of the academic community understand their financial situation and make practical, well informed decisions about the financial implications of life’s transitions. 

Individualized Focus 




Objective Advice / Fee Only 



What makes us different 

We make it easier for clients to accomplish their financial goals: saving for retirement, buying a home, funding college, comparing job offers, or even changing marital status.  We help with everything from managing cash flow to developing comprehensive financial plans. There are no cookie cutter solutions – every plan is custom created to meet your specific situation. 

When you work with us, you receive personal , objective advice. And objective is the key word: we are a fee only advisor. We don’t sell products, and are paid no commissions. Instead, we are paid directly from our clients so our service is aimed you your needs alone.

Unlike many other financial advisors, Harvard Square Financial Planning works specifically with people like you, who are connected in some way to an academic institution. With nearly 30 years of experience in the university setting, we can apply our extensive knowledge of university cultures, benefit plans, TIAA/CREF options and opportunities, and specialized policies. We know what to ask and what’s important, for a more efficient and cost-effective process.