Northeastern Financial Consultants, Inc.

Overview

Northeastern Financial Consultants, Inc. is an independent, privately owned advisory firm that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm also offers pension consulting services and the selection of other advisers, and describes itself as a capital allocator that coordinates external managers when appropriate. Its fee arrangements include percent-of-AUM billing as well as hourly and fixed-fee engagement options. The firm does not list ESG investing as part of its active investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices