Parkmount Financial Partners empowers your life journey with Fiduciary Financial Planning. We are a fee only financial advisor firm located in Massachusetts, and serving Greater Boston, South Shore, and Cape Cod.
Our Story
Joe grew up in a small town of Massachusetts. Surrounded by family and great teachers, he learned if you work hard and you’re uncompromisingly honest and you 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. This simple philosophy is woven into the foundation and purpose of our firm.
Who We Are
Parkmount operates as an independent registered advisor Joseph Boughan, CFP®
has spent years
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Deep executive experience with nationally top ranked wealth management firms,
practicing principles of financial planning
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Earning a reputation with clients for objectivity and empathy
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Cultivating lifelong relationships
Our Process
We begin by listening to you. Your advisor will spend a lot of time asking questions and listening to your thoughts, your plans, your worries, your hopes and dreams.
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We will help you articulate clear, measurable goals
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Based on your planning analysis, we generate a personalized set of financial actions to meet your financial goals.
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We will provide an intensive process of ongoing coaching on your key financial activities of importance to your life, as well as reinforcement into the philosophy we will use to reach our goals
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We provide our clients with the confidence that their planning is in good order and their assets are invested with an appropriate level of risk to meet their objectives.