New Dimensions Wealth Management, L.L.C.

New Dimensions serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm operates on a fee-only basis and does not accept commissions, referral fees, or participate in wrap-fee programs.

Investment advice is driven by a written financial plan and implemented with globally diversified, low-cost, passively managed vehicles—primarily no-load mutual funds and ETFs—following a buy-and-hold philosophy while generally avoiding individual stocks and bonds, margin, options, and IPOs. Clients may place reasonable restrictions on account holdings, and accounts are managed on a discretionary basis in accordance with each client’s stated objectives.

Noteworthy aspects of the practice include a very small advisory team (both principals hold CFP® certification) overseeing approximately $181 million in discretionary assets for about 111 clients, and a model that requires an initial written financial plan with ongoing planning provided to investment management clients. The firm does not aggregate or block trades and does not vote client proxies (clients retain proxy voting authority), and it relies on an independent custodian that provides technology and operational services to the firm.