Purposeful Planning for Healthcare & Tech Leaders

Your life is complex. Your wealth plan doesn’t have to be.

Let’s Talk Strategy

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Led by a CFA Charterholder. Independent. Fee-Only.

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Boston-Area Based.

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Meet Mark Duffy, CFA

Founder, Fiduciary, and Father.

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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.

→ Read Mark’s Full Bio

People We Support — From Biotech to Backyards

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  • Equity compensation, RSUs, ISOs, ESPPs, and liquidity events

  • LLC and S-Corp planning, benefits, tax-smart investing, and cash reserve strategies

  • Budgeting, education savings, retirement planning, and insurance reviews

  • Divorce, inheritance, sudden wealth, and estate planning

→ Explore Our Services