Financial planning for owners, individuals & families
Own a business? Nearing retirement? We bring it all together.
We connect the moving parts of your financial life and coordinate with your CPA and attorney, so the big decisions get made with the full picture in view.
What's in your blind spot?
The most expensive problems are the ones you can't see.
A handful of questions most owners, individuals, and families can't answer with confidence. Pick the one that nags at you:
Where do you fit?
Two paths, one principle: clarity you can act on.
Pick the one that sounds like you. We'll meet you there.
Why Boston Integrity
A financial advisor who actually understands your business.
Most advisors stop at your portfolio. We start with how your business and your personal wealth move together, and plan them as one.
Business and personal, one plan
A separate brand for owners
Run your business on clear numbers, and connect them to your personal plan.
Our fractional CFO work has its own home: targets, KPIs, and forecasting that turn your numbers into decisions, built alongside your accountant, not instead of them.
How we help
Planning, advice, and CFO-level clarity.
Focused guidance for each part of your financial life: investments, taxes, retirement income, and risk, coordinated into one plan.
Why clients stay
Relationships, not transactions.
Owners, individuals, and families come to us for a clear plan and someone who picks up the phone. Here's what that sounds like in their words.
“When my estate attorney recommended Randall and his team, I had one goal: to consolidate my numerous financial accounts (over ten separate institutions) into one view. Randall guided me step-by-step with a thorough onboarding of the eMoney client portal, and now, I can see all my assets in one consolidated view. Randall's expertise and recommendations also made applying for a home loan simple. Additionally, I am able to target-invest in the stock market with an investment account, which helps me reach my financial goals. I highly recommend Randall and his team.”
“Randall is a knowledgeable, and skilled advisor with expertise in retirement planning, business valuation, and investing. Randall will never try to sell you a financial product. As a fiduciary, he will always advise you what is best for your specific situation. I recommend him to my family and my clients.”
“Randall is an amazing financial planner, he truly cares about his clients and will do his best to make them succeed with their goals. He has a great process, and system in place to help you figure out what needs to be done to save for retirement, a house, or whatever your goal is. Give Randall a call, you won't regret it!”
Testimonials reflect the experience of individual clients and are not a guarantee of future results. These clients were not compensated for their testimonials, and there are no known material conflicts of interest. Investing involves risk, including the possible loss of principal.
How it works
From your first call to a plan you can act on.
No pressure, no jargon, just a clear path from where you are now to a coordinated plan, with a partner to help you carry it out.
Book a 20-minute call
A relaxed conversation about what's on your mind. No pressure, no jargon, no prep required.
We map your blind spots
We find what's quietly at stake, in your business and your personal plan, and show you what we see.
You get a clear plan
A coordinated strategy you can act on, with a partner to help you put it in motion.
Common questions
Questions business owners ask us first.
Straight answers on how we work, what it costs to start, and where we fit alongside your CPA.
We connect your business to your personal financial plan. Owner pay, cash flow, taxes, and your eventual exit all shape your household plan, so we coordinate them together, and work alongside your CPA and attorney, not instead of them.
More on the financial planning for business owners page, or see our full range of planning services.
Let's talk
Let's find what's in your blind spot.
A 20-minute conversation about your business, your goals, and what's quietly at stake. No pressure, no jargon.
No pressure, no jargon. Just a conversation.