NEWMAN'S FINANCIAL PLANNING

Overview

Newman's Financial Planning is an independent RIA organized as an LLC that focuses on individualized financial planning and discretionary portfolio management for individuals and families. The firm combines hourly and fixed-fee planning engagements with ongoing percentage-of-AUM advisory relationships, and it also provides pension consulting for small-business clients. Portfolio construction centers on pooled public vehicles—mutual funds and other public funds—with the advisory platform set up to manage wholly discretionary accounts alongside fee-for-service planning work. The firm’s mandate emphasizes diversified exposure through third‑party mutual fund managers and public funds rather than direct single‑stock concentration or extensive use of private capital. Advisory workflows appear oriented toward holistic planning first, then implementation using off‑the‑shelf investment products and separately managed structures when appropriate. Newman's operates as a single‑office practice and maintains custody with a major institutional custodian to support its discretionary accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices