About WHA

Hi and thank you for stopping by.

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:

  • Comprehensive Financial Planning
  • Which includes: retirement income planning, investment management, insurance planning, tax planning, cash flow planning, debt management, and overall financial planning strategy
  • Financial Planning for Retirement
  • Investment management for charitable funds
  • Downsizing Planning for Retirees

We were founded to provide independent financial planning services to those we serve. We thought it was important that people who were not mega-millionaires could find an independent financial planner to help make smart choices about their money. For a personal narrative on why our company was founded and how we can help you go to: Worry No More.

We typically serve those looking for a fee-based financial advisor whether it’s for a one time consult, or on more of a long term basis. When choosing a financial advisor, we wanted to help people with more flexible options (we even have a pro-bono option for those who need it). For more information on the types of clients we serve, go to  the WHA Client Profile Page.

Note: Also, we follow a system called Values Based Financial Planning. We have customized plans for those who are looking for ethics-based/morality based financial planning. If you are looking for a Christian focused financial plan, a socially aware investment plan, or generically a plan that won’t conflict with your values whether they be religious or simply personal morals based, let us know. Also, call and ask us about receiving a copy of the book Values Based Financial Planning, by Bill Bachrach, which we make available to prospective clients.

For more information on me, the founder and Principal Christopher Grande, MSIM, RMA, including my LinkedIn profile and Twitter feed, go to About the Founder. You can check out my education and experience there but as a summary, I have spent over 16 years as a financial planner in the Boston area, offering help to people of all walks of life, helping people create retirement savings plans, take control of their money, and achieve a higher level of financial peace.

If you’d like some information/education about various financial topics, go to the Financial 101 section in the menu bar above and choose a topic of interest. If you’d like to read timely articles by Chris Grande go to Articles. I have written or been quoted in a few articles lately that you might find enjoyable – in some cases I am sharing where I made a financial mistake. How humbling!

If you’d like to stay updated on our firm, or simply keep tabs on us, I recommend you join our Insiders’ Club where you will get one weekly summary of all articles and media interviews along with special invitations to upcoming free workshops conducted by me – along with many more benefits. Join the Insiders’ Club HERE. I’ll keep you posted on what’s going on around here, and give you ideas and opportunities to come to seminars where you can gain knowledge and ask questions that will help you learn more about finances – all at NO CHARGE. What do you have to lose?

Of course, feel free to contact me or anyone in our office directly anytime at 781.393.0021 or through our Quick Contact form.

Thank you again for visiting!

Warmly,

Christopher Grande, MSIM, RMA

Principal

Walnut Hill Advisors, LLC