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 strategic financial recommendations and customized investment solutions to address the unique concerns of individuals, families, and business owners.
For more than 60 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.
Learn more about our practice and how we work with you.
Client Experience
We develop a thorough understanding of your goals and dreams and then recommend a plan that works towards the financial future you deserve.
