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Positively Affecting Our Community
Through Hands-On Service and Support

We Actively Support
The Following Organizations

Making a meaningful impact on others is of utmost importance to us and extends beyond our firm’s offerings. 



The Dana-Farber Cancer Institute Pro Bono Financial Planning Program is a joint initiative between Dana-Farber Cancer Institute and the Financial Planning Association of MA. 

A dedicated and trained group of Certified Financial Planner practitioners helps patients that are fighting cancer with their finances throughout the year. We meet with numerous pro bono clients and guide them to do the following:

  • Avoid bankruptcy
  • Pay their medical bills
  • Prepare an estate plan
  • Make sound financial choices

How to Manage Finances During Cancer Treatment

Through Rick's oversight since 2008, nearly 600 families battling cancer have been helped through this initiative at no cost to them.



For more than 20 years, HomeStart has worked to prevent and ultimately end homelessness in the greater Boston area. We have been a strong supporter of HomeStart for years.

HomeStart helps individuals secure housing and ultimately live a more stable life. The organization does the following:

  • Prevent housing eviction for those at risk of or in the process of eviction
  • Find permanent housing for homeless individuals
  • Help individuals manage and maintain their housing

Anti-Defamation League

Since the founding of the organization more than 100 years ago, the Anti-Defamation league has worked to educate and inform the population by speaking out against antisemitism, bigotry and discrimination both in the United States and worldwide. Today, the Anti-Defamation League is a global leader in exposing extremism and delivering anti-bias education, while continuing to fight all forms of hate.

What Causes Are You Passionate About?

Let Us Know

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