Financial Planning for Healthcare & Tech Leaders
Your life is complex. Your wealth plan doesn’t have to feel overwhelming.
What to Expect When We Work Together
📅Week 1: Get Started
Engagement letter, portal access, and a welcome call to align on your goals.
📅Week 2: Discovery
A deep-dive into your priorities, compensation, and financial picture.
📅Week 3: Plan Draft
We begin mapping your plan — equity strategy, investments, taxes, and cash flow.
📅Week 4: Review & Launch
We walk through everything together and outline next steps. Investment onboarding begins if chosen.
Led by a CFA Charterholder. Independent. Fee-Only.
Boston-Area Based.
Meet Mark Duffy, CFA
Founder, Fiduciary, and Father.
With over a decade of experience in institutional investing and financial planning, Mark brings boutique, high-integrity guidance to professionals and business owners in biotech, healthcare, and beyond. As a CFA Charterholder and fee-only fiduciary, he’s known for making complex decisions feel clear and empowering.
People We Support — From Biotech to Backyards
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Equity compensation, RSUs, ISOs, ESPPs, and liquidity events
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LLC and S-Corp planning, benefits, tax-smart investing, and cash reserve strategies
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Budgeting, education savings, retirement planning, and insurance reviews
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Divorce, inheritance, sudden wealth, and estate planning