Founded in 2004 by Kevin Stoddard, Stoddard Financial, LLC has created a community of exceptional clients with strong values and a passion for the important things in life. We provide comprehensive wealth management for a select group of individuals throughout New England. We work exclusively with retirees and pre-retirees who have investable assets of greater than $500,000 and know that there is more to life than money.
Stoddard Financial’s comprehensive approach, encompassing the “four pillars” of wealth management, provides a customized financial strategy for our clients, allowing them to enjoy their retirement years without the worry of financial planning.
The Four Pillars of wealth management are:
- Investment Management
- Estate Planning
- Tax Strategies
- Risk Management
We help clients identify, plan and execute strategies designed for securing their desired financial future. The planning process begins by helping clients maximize their corporate benefits to leverage their potential retirement income. We help our clients transition income sources with tax efficiency, manage assets to suit their risk preferences and coordinate with their tax and estate planning professionals.
Stoddard Financial also offers an educational and interactive Financial Wellness @ Work program that helps employees pursue financial wellness and relieve some of the stress caused by personal financial matters. This program is designed for specific employee benefits plans and the workshop can be delivered to the worksite or in a convenient online format.
Founder and President
Kevin Stoddard, CFA® is a veteran in the financial services business with over two decades of experience. In 2004, Kevin founded Stoddard Financial, LLC. Kevin helps clients use their company benefits in seeking to improve their financial situation and then shows them how to leverage those and other assets to pursue and manage financial independence. Using his in-depth knowledge in portfolio management, he helps people transition from building wealth to using that wealth in seeking to create income, and recognize what that looks like from an asset, income, and tax perspective.