Financial Advisors
Boston, MA
Single Point Partners is a fee-only financial planning firm in Boston that provides comprehensive wealth management and financial planning services for families. Led by their Personal CFO model, they deliver "Wealth Logistics™"—a fixed-dollar annual fee service that goes beyond traditional advice to actively manage and organize all aspects of your financial life. They focus on implementation and ongoing management through custom tools like Knudge (Financial Life Calendar) and SingleView (Financial Accounts Dashboard), helping clients stay organized and make decisions as their circumstances change.
Ideal for: Busy families seeking proactive financial management, high-net-worth individuals wanting organized wealth logistics, families navigating major life transitions, clients who want implementation not just advice
Service area: Boston, MA and surrounding areas
Fee-Only Model: Transparent, commission-free pricing with a fixed-dollar annual fee structure that aligns their interests directly with yours, eliminating conflicts of interest common in the wealth management industry.
Personal CFO Service: Provides active implementation and ongoing management through their "Wealth Logistics™" service, not just advice—your dedicated CFO handles organization, decision-making, and account management.
Integrated Financial Life Management: Uses proprietary tools (Knudge Financial Life Calendar and SingleView dashboard) to keep you organized and help you navigate financial events as your life changes, without requiring you to move existing accounts.
Address: 277 Dartmouth St, Boston, MA 02116
Phone: (617) 600-0510
Website: spcfo.com
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