Scott Birmingham

CFP®, CDFA®, ChFC®, CLU®, CAP® | Financial Planning Manager

25

Years

Total Experience

Specializing In:

 

Education:

Bachelor of Science in Information Processing from Boston College and graduate of Boston University’s CFP® program.

Meet Scott

As a seasoned and highly credentialed financial advisor, Scott takes great care in helping families navigate the complexities of their financial lives. Drawing upon an extensive background in financial planning that spans tax, retirement, and estate planning, as well as investment, asset, and risk management, he works primarily with families in or approaching retirement. In recent years Scott has also specialized in assisting women going through divorce, providing financial education and analysis essential for sound decision-making.

Professional Qualifications and Memberships

Scott is a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®), as well as a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Advisor in Philanthropy (CAP®), designations granted by the American College of Financial Services.

Financial Planning

However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals.

Fee-Only Fiduciary Advisors

Using a fee-only compensation model sets us apart by providing transparency to the costs of our services and allows us to select from a broader range of investment products.

Connect with Scott