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Linnard Financial Management & Planning, Inc.

Fee-Only Financial Planning and Investment Advisor

MEET LFM&P

Barbara Linnard David Linnard, MBA CFP(r)

Background

Founded in 2002 by David and Barbara Linnard, LFM&P is located in Boxborough, MA and is registered as an investment advisor with the Commonwealth of Massachusetts.

David Linnard, a Certified Financial PlannerTM professional, received an MBA degree, with Honors, concentrating in finance, from Boston University and a BS degree from Cornell University. He was elected to Beta Gamma Sigma, the international honor society recognizing business excellence. He completed the Boston University Financial Planning Program and is a NAPFA - registered financial advisor. David has been an active investor and a student of the financial markets since 1969, He has developed models of asset class performance, risk and the effects of cyclical forces on investment values. Based on this work, he developed the MarketAwareSM investment approach, which is designed to reduce market risk by proactively managing asset allocation. He has been managing portfolios privately for over twenty-seven years. David served The Discovery Museums, an Acton MA educational organization, as Treasurer for five years, and as a member of the Board of Directors for six.

Barbara Linnard received a BS degree from Syracuse University. She completed the Boston University Financial Planning Program. Barbara has managed private trusts for twenty-four years and is a Registered Investment Advisor Representative.

LFM&P’s dedication to its fee-only, comprehensive financial approach grew out of a combination of David’s prior experience as a systems executive and our experiences, like yours, as customers of the financial industry. The systems knowledge provides the capability to look at personal financial solutions from an overall viewpoint that integrates the many inter-related elements. Our financial consumer orientation drives our commitment to provide unbiased advice and cost-effective solutions. We believe this is a rare and valuable combination.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP Logo in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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