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Plum Street Advisors

Plum Street Advisors is a boutique investment and financial planning firm focused on helping you gain control over your financial life. Each of our senior-level advisors has over 20 years of experience as a financial professional.

*We work to understand our clients' goals and we build a customized LIFETIME FINANCIAL MODEL to help realize them.

*We implement cost-effective, tax-efficient portfolios which seek to strike the right balance of risk and return for each client. 

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

Alisa Skatrud, CFA, CFP®, MPA
NAPFA-Registered Financial Advisor
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

154 Wells Ave, Ste 3 Newton, MA 02459 Phone: (617) 906-6716

Primary Office

154 Wells Ave, Ste 3 Newton, MA 02459 Phone: (617) 906-6716