Lantern Financial LLC - Fee only financial planning for the Greater Boston Area 50 Franklin Street, 3rd Floor       Boston, MA 02110

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Why Choose Lantern Financial?

Choosing a financial adviser can be overwhelming.

We stand apart from the crowd because we are here for you.

Here at Lantern Financial, we hold ourselves to a high standard because we believe that you deserve our very best.

Ethics and Integrity

We are not out to sell you products. We don't collect commissions of any kind - we are a fee-only firm. Our goal is to help you achieve financial security and success through non-biased financial advice. We require all of our lead Financial Planners to hold the Certified Financial Plannerô practitioner designation. You will have the peace of mind of knowing that we have no hidden agenda - your goals are our goals, and we look forward to building our relationship and to celebrating each success with you along the way.


Helping Young Professionals Reach Success

At Lantern Financial, we believe that you shouldn't be an after-thought just because you don't have much money saved. Instead, you are our focus. We know that, as a young professional, you are in your prime saving years and we are dedicated to helping you build a strong financial future. We've heard you say that you want a financial advisor that will take you seriously - and we want you to know that we are excited to have you as our client!

Connecting Emotions And Money

Money is emotional. It represents so much more than the paper on which it is printed. We get that. Your financial planning experience with us will occur within a one-of-a-kind, nationally acclaimed curriculum we designed to set you up with both a comprehensive financial plan honoring your values, and the understanding of how your past experiences have shaped the financial decisions you make each day. You will then be armed with the skills to live a more intentional and successful financial life.


Helping Couples Succeed in Marriage

You may know that more than 50% of all marriages end in divorce, but you may not have heard that the #1 cited reason for marital breakdown is financial conflict. We are on a mission to change that statistic! Lantern Couples Financial Counseling is a fun and innovative service that will help you harmonize romance and finance. By developing necessary financial communication skills, we can help you set the foundation for a long, happy and successful marriage.

We look forward to speaking with you soon and to discuss how we can help you build a brighter future. Contact us today to get started.


 50 Franklin St, 3rd Floor     Boston, MA    02110617-482-2700                   © 2019 Lantern Financial LLC