Southshore Financial Planning

Overview

Southshore Financial Planning operates as an independent, owner-run registered investment advisory firm organized as an LLC. The firm focuses on individual and family clients and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. It bills clients on hourly and fixed-fee bases rather than a percentage-of-assets model and is identified as a capital allocator, meaning it places client capital with external managers when appropriate. The firm is not positioned as an ESG investor and does not report multi-state adviser activity.

Assets & Accounts

Investments & Alternatives