Oliver Capital Management is a financial advisory firm, with offices in Concord, MA. We help young families and small business owners save money, and streamline their financial lives. This is done through industry leading technology, and 22 years of experience. We follow a simple 3 step process. First, we learn about the future that our clients want to create, as well as their current financial picture. This information is analyzed and a plan is created. Last, and most importantly, we monitor progress on a regular basis, making sure goals are reached, together. While some may be able to do this on their own, most don't have the interest, tools or time.

Journey Financial Planners is a Fee-Only, independent Registered Investment Advisor and financial planning firm serving Boston, Concord and MetroWest Massachusetts. Our firm delivers comprehensive, objective financial planning and investment management for businesses and individuals. Business owners need expert, objective solutions for, and management of their firm's retirement plans. Individuals want safe, smart strategies for reaching their retirement, college funding and life goals. Our clients appreciate the confidence they gain in making their important financial and investment decisions. Our investment philosophy is rational & smart. We are independent and fee-only: no commissions, no divided loyalties. Visit our website to schedule a no-obligation cons