John R. Noonan
Principal Financial Planner @Great Oak Capital Partners, LLC
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WORK HISTORY
Principal Financial Planner @Great Oak Capital Partners, LLC
Boston, MA, US
We at Great Oak Capital Partners are fiduciaries, having chosen to hold ourselves to the highest legal standard to always act in your best interest. We have no ties or obligations to any bank, investment company, brokerage firm, insurance company, or mutual fund company. We are unencumbered to do what’s best for you. Our only boss is you, our client. • Evidence-based investment approach employs decades of peer-reviewed, unbiased academic research• Wealth management that integrates your investments, retirement plan, estate plan, taxes and insurance with your interests, relationships and aspirations • Fee-only model assures complete transparency in our recommendations, eliminating conflicts of interest. We are never compensated based on the investments we recommend• Process driven planning approach coordinates all of your financial concerns and their solutions, with periodic reviews to ensure that any changes in your life are accounted for and reflected in your plan• Member of NAPFA (National Association of Personal Financial Advisors)- the leading professional association of Fee-Only financial advisors
EDUCATION
Boston University
Bachelor's degree, Biology, General
SKILLS
ABOUT JOHN R. NOONAN
The financial planning and investment world revolves mainly around the advisors and their companies, not the clients – a truth my partner and I find utterly unacceptable. So, together with William Sylvia Jr, I built Great Oak Capital Partners – the financial planning and investment advisory firm that sets the standard for doing what’s right, both morally and technically. Get to know us, and we’re sure you’ll agree.Great Oak Capital Partners doesn’t fit the typical financial advisor mold, for all the right reasons. We are fiduciaries, independent, fee-only, and transparent in everything we do for you. No sales pitches. Just honest, unbiased advice. That’s what we deliver, clearly and simply. While our clients come from all walks of life – families, professionals, businesses, retirees – they all have one desire in common: that their goals and success, and the money that will help achieve them, be respected. Our commitment to upholding that responsibility is reflected every day in the choices and recommendations we make for our clients.To us, success begins and ends with you, our client. Nothing else matters. We built Great Oak Capital Partners for you and your family. We are here now, and will be here 30 to 40 years from now, advocating for your goals and investment success.Great Oak Capital Partners, LLC (“Great Oak”) is a registered investment advisor. Great Oak provides investment advisory and related services for clients nationally. Great Oak will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at
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