About The Team

The Soul Supplier is a Boston based Financial  Planning and Wealth  Management company serving a select group of clients across the nation. When you work with us, you will find the access to resources of a much bigger corporation, coupled with a  personalized approach to goal attainment.Because good old-fashioned customer service  guarantees the success of the client and of the business, we cater to your needs, schedules, and unique circumstances to create a plan that will get you to your financial goals and milestones. Whether you live near Boston, or in any other city across the country, anywhere your financial planner will work with you one-on-one and provide exceptional service in-person or virtual consultation or sessions. At the Soul Supplier we get to know you; pen ended questions and active listening help to facilitate that. We strive to be your best and most trusted financial professional,delivering products and services that will lead you to financial health that will last a lifetime!