Advisor at The Financial Grove LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
After a winding path of studying dance, working in theater, and various corporate jobs, Sylvie followed a passion for finance and realized she could offer something unique to support fellow creatives: financial planning and expertise, tailored to the unique lifestyles and demands of a career in the arts.
She founded The Financial Grove to help remove the burden of financial worry for creatives in the arts. Through this work, she hopes to enable a newfound freedom of choice in projects, without having to decide based on a feeling of scarcity, or a fear of the unknown.
Sylvie believes in the power and utmost significance of storytelling, and has witnessed how ingrained financial trauma, coupled with gaps in literacy, can prevent creatives from making decisions motivated by expression and passion. Her mission is to support storytellers to express their voice authentically.
She currently lives in Cambridge, MA with her family, but frequently finds herself back in her hometown of New York City (and often forgets she doesn't still live there).
Based on The Financial Grove LLC
Based on The Financial Grove LLC
Fixed fees $1,000 - $10,000 for project-based financial planning
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.40% $10,000,001+: 0.25%
$250/hour for project-based financial planning
Ongoing financial planning fees range from $100 - $600 per month or quarter
Fee-only: Fixed fees $100 - $600 per month or quarter for ongoing financial planning; Project-based fixed fees $1,000 - $10,000; Hourly rate $250/hour; Educational seminars $100 - $10,000 per seminar
Somerville, MA
Massachusetts
The Financial Grove LLC,
2023 - Present (3 years)
Beyond Your Hammock
2021 - 2023 (2 years)
Northwestern University School of Professional Studies
2020 - 2020 (1 year)
Eden Technologies
2019 - 2020 (1 year)
FanVision Entertainment
2018 - 2019 (1 year)
Manhattan Theater Club
2017 - 2017 (1 year)
Moxie Arts
2017 - 2017 (1 year)
The Church of Jesus Christ of Latter-Day Saints
2015 - 2017 (2 years)
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CFP®, Series 65
Quincy, MA
Brio Financial Planning
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
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.
CFA®, Series 65
Cambridge, MA
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Series 65
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Series 65
Arlington, MA
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Series 63, Series 65
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