At Northeast Planning Associates, Inc., we begin every client relationship with a holistic financial plan based on your goals and dreams for today as well as the future. We are a comprehensive wealth management firm dedicated to providing personalized financial recommendations and customized investment strategies to address the unique concerns of individuals, families, and business owners.

For more than 65 years, we at Northeast Planning Associates, Inc., have been committed to providing a personal high touch client experience to make planning more about people than numbers. Our Newburyport team understands the complexities of family dynamics, and the effect life changing events and personal aspirations have on planning. Our top priority is to help enhance the lives and financial future of those with whom we work and the people they care about. We believe in long-term relationships built on a foundation of our fiduciary capacity, trust, transparency, and honest, open communication.