Al Wroblewski has been a practicing financial planner since 1993 and founded this firm in Cambridge, MA in 2000. He is a Certified Financial Planner® designee and a member of the Financial Planning Association (FPA). He holds an undergraduate degree in Philosophy and Art from Beloit College and a Masters in Regional Planning degree from the University of North Carolina.

Why We’re Different
We believe investment advice in stocks, bonds, or mutual funds is only the beginning point for financial planning. To provide critical value to you we strive to accomplish the following:

• To help you state and quantify your mission --- that which is most important in life to you and to your family


• To bring order, organization, and integrity to every aspect of your financial life


• To upgrade the quality of your financial decision-making


• To mobilize your wealth and income in service to what is uniquely important to you


• To make sure all the financial service providers you use are in synch with an overall plan of action driven by your goals, your mission


• To design a detailed and comprehensive action plan that speaks directly to your concerns without bias toward any specific product or solution


• To work alongside you once the plan is completed to make sure you enjoy the results you want