Advisor at Single Point Partners
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Project Management for your financial life.
Single Point Partners, a fee-only financial planning firm located in Boston, MA, was founded for families who strive to make decisions that are better than “good enough”.
We help you attain context and clarity to the planning, investing, and organization of your entire balance sheet. Our flat fee is the cornerstone of our belief that clients shouldn’t have to wonder “what’s in it for their advisor?” when making decisions.
In 2012, Shaun was driven to found Single Point to build a firm that was focused on the agenda of our clients. The name of our company was born from the idea of being a “single point of contact” for our clients. We recognize that we do not have all of the answers, therefore, we have built our business around a great network of experts and resources for our clients. We place an important focus on researching, vetting, and collaborating with various professionals and services for our clients. When we don’t have the answer, we pride ourselves on knowing the right questions to ask, and who to ask them of.
Our clients utilize us as a partner to help them feel confident in the decisions they make in life. An ideal client for us share the following characteristics:
– We want to be engaged in the financial decision-making process
– We have the ability to manage our own finances, but, don’t have the bandwidth
– We are willing to be completely transparent about our financial life
– We recognize that there are currently overlooked areas in our financial life
– We have complexity in life where there is a gap in analysis which is creating uncertainty in decision making
– We embrace the use of technology
– We prefer low-cost index investments
As an active member of Financial Planning Associations of MA, Shaun is involved with their pro-bono programs with Dana Farber Cancer Institute, JVS and Compass Working Capital. Our clients are spread across the country, but I live in Boston with my wife Alicia and our three children.
Based on Single Point Partners
$7,500+/yr, based on net worth
277 Dartmouth Street, 4 Th Floor
Boston, MA 02116
Massachusetts
Single Point Partners, LLC
2012 - Present (14 years)
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Trust company
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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