December 2018  By: MALCOLM BUTLER, JD

We enjoyed a wonderful Thanksgiving and Christmas, spending time with friends and family.  I have so much to be thankful for.  I am blessed to have such a wonderful family and to share time with so many exceptional friends. I am also quite fortunate to have work family and friends who have helped me build…

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We’re not just advisors, we are educators!

November 2018  By: JULIA BUTLER, CFP®, JD, MBA

As a financial planner and investment advisor, my starting point is client education. To me this makes sense, because we all tend to be more engaged with matters that we understand—and understanding usually starts with knowledge. My goal is to empower clients with the knowledge they need to make good financial decisions for themselves and…

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Major Life Events


Being the helpless romantic and nerd that I am, I proposed to Lauren on Tax Day 2017. We grew up an hour apart in New Hampshire. We both attended UNH and met through mutual friends. When we graduated, Lauren pursued her career in nursing while I joined a startup fintech company. Since then, we’ve traveled…

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When I’m Not Working…

June 2018  By: JULIA BUTLER, CFP®, JD, MBA

It all started with a small plot in a community garden.  When I harvested my first bell pepper, I was hooked.  After a few years bending over two planter boxes at ground level, I decided to “straighten up.”  Literally, I wanted to stand up while I worked in my vegetable garden.  With the help of…

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Indentity Theft


Most people have been, or know someone who has been, affected by identity theft. It happens to those in their 20’s, those in their 90’s, and to all ages in between. According to the Federal Trade Commission, identity theft occurs when someone uses personally identifying information (PII) without permission to commit fraud or other crimes….

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