Walpole & Co., LLP
Walpole & Co., LLP, the CPA firm Walpole Financial Advisors originated from (see our story), allows holistic wealth management by supplementing our expertise with tax services, estate planning, and business consulting (see www.walpolecpa.com )
BAM Advisor Services, LLC
BAM Advisor Services, LLC (BAM) provides its alliance members specialized services: access to institutional mutual funds, custom bond portfolios, risk management solutions, retirement planning and company retirement plan program management. BAM provides us access to its experienced staff as well as the 100+ advisor firms it serves. The full support and expertise of BAM brings our clients a powerful team approach to their investment experiences.
Schwab Institutional
Schwab Institutional is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name. Schwab makes the resources of a large financial institution available to our clients.
Dimensional Fund Advisors
Dimensional Fund Advisors (DFA) is a mutual fund company that offers highly tax-efficient, structured portfolio funds generally available to institutional investors only; DFA also makes its funds available to selected registered investment advisors. DFA's structured investment management approach is grounded in academic research and the efficiency of capital markets. DFA’s people and clients make a very impressive list.
Walpole & Co., LLP, the CPA firm Walpole Financial Advisors originated from (see our story), allows holistic wealth management by supplementing our expertise with tax services, estate planning, and business consulting (see www.walpolecpa.com )
BAM Advisor Services, LLC
BAM Advisor Services, LLC (BAM) provides its alliance members specialized services: access to institutional mutual funds, custom bond portfolios, risk management solutions, retirement planning and company retirement plan program management. BAM provides us access to its experienced staff as well as the 100+ advisor firms it serves. The full support and expertise of BAM brings our clients a powerful team approach to their investment experiences.
Schwab Institutional
Schwab Institutional is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name. Schwab makes the resources of a large financial institution available to our clients.
Dimensional Fund Advisors
Dimensional Fund Advisors (DFA) is a mutual fund company that offers highly tax-efficient, structured portfolio funds generally available to institutional investors only; DFA also makes its funds available to selected registered investment advisors. DFA's structured investment management approach is grounded in academic research and the efficiency of capital markets. DFA’s people and clients make a very impressive list.