Joseph Boughan, CFP®
Fee-only, fiduciary financial planning for busy professionals and families
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Serving Clients Nationwide
Fee-only, fiduciary financial planning for busy professionals and families
Areas of Focus
- Employee Stock Options
- Equity Compensation Options
- Financial Planning
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Social Security Optimization
- Tax-Efficient Planning
About Joseph Boughan, CFP®
Hi, I'm Joseph Boughan, Founder and Financial Planner of Parkmount Financial Partners.I grew up in a small town in Massachusetts, surrounded by family and great teachers. I learned early on that if you work hard, stay uncompromisingly honest, and go the extra mile to take care of people and put their interests first, you're ahead of 90% of the rest of the world. That simple philosophy is woven into the foundation and purpose of my firm.
I bring deep experience from working with nationally top-ranked wealth management firms, where I spent several years practicing the principles of financial planning in a corporate environment and earned a reputation with clients for objectivity and empathy.
I ultimately decided to leave and start Parkmount Financial Partners because I believe that as an independent, fee-only advisor, I can better align with my clients' needs, free of the sales pressure and product emphasis often pushed in a corporate setting.
I am a CERTIFIED FINANCIAL PLANNER® professional, a NAPFA-Registered Financial Advisor, and a member of the XY Planning Network and the Financial Planning Association® (FPA®). I specialize in working with corporate professionals and families planning for retirement, often beginning to work with clients around ages 45-60 to help them get a head start on their future, though I work with a variety of other clients as well. I also have a lot of experience with employees at public Biotechnology and Defense Contracting Firms.
We begin every relationship by listening. I spend a lot of time asking questions and understanding your thoughts, plans, worries, hopes, and dreams so we can build a plan that truly reflects what matters most to you.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Retirement Income Certified Professional (RICP)
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
4 Brook Street suite 19, Scituate, MA 02066, USA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
This is a free, 30-minute, no-pressure conversation with me, Joseph Boughan, Founder & Financial Planner. There's no need to prepare anything in advance, just come as you are. We'll explore your financial priorities, identify some of the critical planning opportunities for your stage of life, and help determine if we might be a good fit to work together. Ask any questions about the financial planning process, make them tough, I welcome the challenge. I look forward to speaking with you.Offers Investment Management
Yes
About Parkmount Financial Partners
Parkmount Financial Partners is a fee-only, fiduciary financial advisory firm based in Scituate, Massachusetts, serving clients across the South Shore, Greater Boston, and nationwide.Who We Serve
We work primarily with corporate professionals and families planning for retirement, most often beginning around ages 45-60, though we work with a variety of clients at other stages of life. We pay particular attention to executives with equity compensation, bringing experience from handling hundreds of equity packages so clients don't miss details that could cost them.
Our Philosophy
Every client walks a unique path in life, and we're here to help guide you to financial freedom through our financial management framework. Our process provides a comprehensive, transparent, and highly customizable map that gives you the perspective and insight needed to continue moving forward with confidence. We begin by listening, asking questions about your thoughts, plans, worries, hopes, and dreams before recommending any course of action.
Transparent Pricing
Being fee-only means we are compensated only by our clients; we do not earn commissions or kickbacks for selling financial products. This structure removes conflicts of interest so our advice remains objective. As a fiduciary, we are legally and ethically obligated to act in your best interest at all times, with transparency about fees and a commitment to loyalty, prudence, and care in managing your wealth.
Education
College of Charleston, Bachelor's Degree, Economics
Hobbies and Interests
- Basketball
- Family
- Golf
- Hiking
- Reading
- Running
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Investors
- Living in Retirement
- Sales Professionals
- Technology Professionals
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