People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"We earn our clients’ trust, navigating them through today’s complex financial landscape with accurate, timely, and thoughtful advice."

Shaun P. Thompson, CFA, CFP®

Senior Financial Counselor

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Shaun is a Senior Financial Counselor, having joined the firm in 2012 with the team from Mintz Levin Financial Advisors. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds the Chartered Financial Analyst® designation, and is a member of the Boston Security Analysts Society. With over 10 years of industry experience, Shaun has provided comprehensive financial planning to high net worth clients, focusing on investment, retirement, insurance, estate, and tax planning. Additionally, he has lectured on personal finance before audiences at local corporate and educational organizations, including Boston University and Harvard University.

Shaun earned his BS in Business Administration and a minor in Economics from Boston University. He is an outdoors enthusiast, whose interests include backcountry skiing, scuba diving, and traveling abroad.