Perennial Advisors Group

Who We Are

Perennial Advisors Group is a boutique financial planning and investment management firm nestled in Westford, Massachusetts. Founded on a commitment to provide personalized and comprehensive guidance, we proudly serve individuals and families in achieving their financial goals and navigating life's financial challenges. While we are a small firm, this allows us to offer the individual attention and care often lacking in larger institutions.

Our Beginnings

Our story began in 1998 when founder and CEO David Carpenter realized the need for a holistic approach to financial planning, prioritizing client needs and acting in their best interests. With a background in accounting and finance, Dave combined his expertise with tax knowledge and investment advice to create a unique and effective experience for his clients.

Our Philosophy

At Perennial Advisors Group, we believe in a holistic approach to wealth management, considering all aspects of your financial life to create a personalized plan that aligns with your unique goals and circumstances. We utilize a rigorous and disciplined investment process, combined with regular reviews and updates to ensure your financial plan remains relevant and effective over time.

Our Services

We offer a comprehensive range of services, including:

• Financial Planning: Creating a roadmap to achieve your financial goals, including retirement planning, estate planning, and wealth preservation strategies.
• Investment Management: Tailored portfolio management based on your individual risk tolerance, investment goals, and financial situation.
• Retirement Planning: Comprehensive strategies to maximize your retirement savings and investments.
• Tax Planning: Expertise in navigating complex tax regulations to minimize your tax burden.
• Estate Planning: Guidance in creating a legal framework to safeguard your assets and ensure a smooth transfer of wealth to your loved ones.

Our Commitment

Our unwavering commitment to our clients is evidenced by our fiduciary responsibility to act in your best interests. We prioritize open communication, transparency, and personalized attention to ensure a collaborative and empowering financial planning experience.