Memento Financial Planning

Financial planning and wealth management for millennials.

Typical MFP client profile:

Millennial couples where at least one partner receives a form of equity compensation.

Household income of $300,000 +

Wants a long-term partnership with a financial planner and to delegate the management of investments.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

Call for an Appointment Woburn, MA 01801 Phone: (508) 687-0723

Primary Office

Call for an Appointment Woburn, MA 01801 Phone: (508) 687-0723