Stage Harbor Financial LLC

We are comprehensive financial planners headquartered in Needham, Massachusetts. We are very proud of our competitive fee structure, which starts at 0.80%. This means that we are not beholden to any shareholders or parent company. We are firm believers that great planning starts with great listening. As a registered investment advisor, we are proud to be held to a fiduciary standard. In fact, we believe the fiduciary standard should be the standard that all wealth management professionals are subject to. We believe the days of high fees are short-numbered. In larger firms, advisors often have pressure to sell proprietary products.