William Sylvia
Principal, Fee-Only Independent Financial Planner at Great Oak Capital Partners
- Role
- Principal Financial Planner at Great Oak Capital Partners, LLC
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About William Sylvia
The financial planning and investment world revolves mainly around the advisors and their…
Experience
Principal Financial Planner
Great Oak Capital Partners, LLC
Nov 2015 — Present · 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
Stonehill College
Bachelor's degree, Finance & Economics
2002 — 2006
Skills
- Budgeting
- Fee-Only Independent Financial Advisor
- Tax Planning
- Wealth Services
- Investment Advice
- Low Cost
- Portfolio Management
- Comprehensive Planning
- Estate Planning
- Independent Financial Advisor
- Financial Planning
- Fee-Only Certified Financial Planner
- Asset Diversification
- Evidence Based Investing
- Inheritance
- Passive Investing
- Fee-Only Independent Financial Planner
- Wealth
- Financial Services
- Asset Management
- Independent Financial Planner
- Investment Management
- Financial Markets
- Investment Strategies
- Retirement Planning
- Evidence Based Approach
- Academic Investing
- Asset Allocation
- Transparency
- Investment Advisory Services
- Diversification
- Investment Education
- Financial Health
- Certified Financial Planner
- Insurance Planning/ Analysis
- Factor Investing
- Fiduciary
- Strategic Financial Planning
- Fixed Income
- Personal Financial Planning
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