Broker Check

1 Garfield Circle, Unit 2, Burlington, MA 01803

(781) 863-5800
sarin.barsoumian@lpl.com
Schedule a Meeting

How We Work

No Minimums

Unlike some firms that require a minimum level of investable assets, we believe financial planning should be accessible to everyone. No matter where you are in your financial journey, we welcome the opportunity to work with you.

Independence

Our advice is always tailored to you—your goals, time horizon, risk preferences, and tax considerations. As an independent firm, we have no quotas to meet and no proprietary products to push. That means every recommendation we make is based solely on what’s best for you.

Fees

We believe in clarity and fairness when it comes to fees. Our services include fee-only advisory options, flat fees for financial planning strategies, and hourly rates for specific financial advice—so you always know what to expect.

Communication

We understand that life is busy, which is why we offer flexibility in how we meet. Whether in person or virtually, we recommend meeting at least once a year to review your financial plan and make adjustments as needed.

What We Cover

Your financial questions matter, and we’re here to help answer them. Together, we’ll develop strategies tailored to your needs, which may include:

Retirement Planning – When can I retire? How can I create a steady income stream that lasts?
Investment Management – Is my portfolio diversified? What’s the risk in my investments?
Education Planning – Can I afford to send my child to college?
Estate & Legacy Planning – How do I get started with an estate plan? How can I leave a legacy for my loved ones?
Tax-Efficient Strategies – How can I maximize my Social Security benefits? What’s the best way to make charitable contributions?
Workplace Benefits & Rollovers – What should I do with my old 401(k), 403(b), or 457 plan

No matter your financial concerns, we’ll work with you to build a plan that helps you feel more confident about your future.

What should you look for in a financial advisor?

Your personal financial circumstances, goals, and personality can each help determine what type of advisor or firm would suit you best. More than anything, though, you need to work with someone who you completely trust.

Ready to get started?

Complete our Discovery Questionnaire