Michael Gross (CFP®, CPA, MST)

Michael Gross focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs

Planning Specialties

I founded Rising Tides Financial to help career driven professionals secure their financial future.  I dedicated myself to the financial planning profession because I felt a responsibility to my family to protect our nest egg and invest it at a reasonable rate of return.  I pursued several advisor whom I felt didn't have my best interests in mind, so I leveraged my extensive background as a CPA and Consultant to become a Certified Financial Planner™ and provide this invaluable service to others.  Throughout my career, I have developed an understanding of the complex relationship between investments and income taxes and I pass that benefit along to my clients.

Additional Information

Like my clients I lead a full, active life. I live just outside of Boston with my wife and two teenage sons. I have a tremendous passion for finance and investing and place immense value in diligence and consistency. I enjoy running, yoga, Crossfit, recreational ice-hockey, and live music. I’ve passed my love of blues guitar along to my sons, who even let me jam with them every now and then.

NAPFA Start Date

November 22, 2016

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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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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

318 Hillcrest Rd Needham, MA 02492-4062 Phone: (617) 733-4969