Southshore Financial Planning

Overview

Southshore Financial Planning operates as an independent, owner-managed registered investment adviser focused on individuals and families, including small business owners. The firm’s client work centers on financial planning and portfolio management rather than institutional consulting or multi-state advisory programs. Fee arrangements are primarily hourly and fixed-fee engagements, which suits clients seeking planning-oriented advice or project work rather than traditional asset-based billing. Investment activity tilts toward publicly available pooled products: the firm’s largest allocation is to public funds and mutual funds. Southshore Financial Planning manages most client relationships on a discretionary basis, but retains a non‑discretionary sleeve as well, which aligns with a planning-first, hands-on adviser model. The firm is not identified as an active ESG investor and it does not present itself as a capital allocator to external private fund managers.

Assets & Accounts

Investments & Alternatives

Location & Offices