We work as an advocate for you.

By continuously networking with local advisory firms, we stay up to date on which teams deliver exceptional service and who their ideal clients are. We’ll give you insight into different investment strategies, planning approaches, and service models, then connect you with the advisors best equipped to support your goals.

Investment Strategy

Advisors have vastly different strategies and models when it comes to choosing investments. Understanding the differences and how they relate to your goals, risk tolerance and values is key to choosing the right fit for you.

Proactive Tax Planning

A good financial advisor is knowledgeable about your tax code and will implement proactive tax strategies and projections to optimize your earnings and avoid costly mistakes.

Estate and Trust Planning

A well matched advisor will take the time to understand your family dynamics, long‑term wishes, and values to help ensure your assets are protected, your intentions are honored, and your loved ones are cared for.

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How it works

Our process is simple. We start with a conversation to understand your financial background, goals, and what you're looking for in an advisor. We’ll answer your questions, explain how different advisors operate, and help you make sense of your options. Then, we’ll introduce you to a few advisors we believe are a strong fit. There’s no cost to use the service, if you choose to move forward, we receive a commission from the advisor.

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Featured

A Guide to Short-Term Rental Taxes in Massachusetts

Owning an income property on Cape Cod, the Islands or anywhere in Massachusetts can be a smart way to build wealth, but navigating Massachusetts’ complex tax and rental landscape is critical to maximizing your income. Whether you’re renting out a beach cottage for the summer or managing a multi-family in Boston, working with a financial advisor who is well-versed in rental properties and the tax code can make a real difference.

Liquidity Event on the Horizon? Don’t Wait to Plan for the Tax Impact

Selling a business. Exercising stock options. Cashing in on a windfall. Moments like these can be life-changing, and tax-changing. A seasoned financial advisor can help clients avoid the tax shock by implementing proactive tax strategies. The biggest mistake clients make is waiting until the liquidity event has already occurred to engage a financial planner. By that point, many of the best strategies tax mitigating strategies are off the table.

College Savings Strategies for Massachusetts Families: What You Need to Know

Massachusetts offers two distinct 529 plan options (the U.Fund and U.Plan) and offers state income tax deduction for contributions to its official plans, something not offered in every state. Massachusetts is also home to a dense concentration of both top-tier private institutions and strong in-state public universities, which means families here may be weighing a broader range of education paths than in other parts of the country.

Your hard-earned money deserves expert guidance. We’ll help you find the right fit.

Financial Fit connects individuals with local financial firms that focus on client relationships, not just business growth, and specialize in the areas that match your unique financial needs.