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Walnut Hill Advisors, LLC is a fee based Massachusetts Registered Investment Advisor based just outside of Boston in Medford, MA offering comprehensive financial planning services and investment management services. As a company, we focus on serving individual clients and on managing charitable funds and trust accounts. Specifically we can help with: read more »
What are the steps if you want to explore a relationship with us?
- First Step – Schedule a 10-15 minute phone appointment with Chris to see if there is a basis to proceed further (781.393.0021). If so, then the
- Second Step – which is to schedule a meeting with Chris, then…
- Third Step – have an engaging discussion with Chris about what’s important to you and what you want to accomplish. read more »

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Like a lot of Americans, I grew up in a household where investing, saving and being an entrepreneurial thinker were not emphasized. And just like most Americans, I went through my teen years unaware of the possibilities. I was however, an aggressive saver, and got a great start and advice from my grandfather (my “papa”) read more »