William Sylvia

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

Stonehill College

Bachelor's degree, Finance & Economics