Shervin Sadr, CFP® – Financial Planner, Wealth Advisor

Shervin Sadr, CFP® - Financial Planner, Wealth Advisor is a financial planner in Boston, MA. The firm provides a comprehensive fee-based planning approach designed to serve individuals, families, and businesses. Specialized services include wealth management, retirement strategies, estate planning, and insurance planning, with specific expertise for medical professionals, physicians, entrepreneurs, and business owners. The firm maintains a 5.00 rating.

The practice utilizes a three-step process consisting of learning and understanding client priorities, diagnosing needs to design a unique blueprint, and executing recommendations to bring the financial plan to life. The team offers various investment management solutions, including portfolio construction, risk management, debt management, and cash flow analysis. Their services also extend to education strategies, charitable giving, and legacy planning. The professional team shares a diverse background in family planning, wealth management, and advanced business planning, with a shared commitment to community involvement and mentorship.

Located on Marina Park Drive in the Seaport area, the office is situated near Seaport Common and Marina Park. The location is a short walk from the Community Boat Building and is close to the Fan Pier Marina and the courthouse.

The firm is recognized for its thoroughness and the high quality of its professional engagement. Clients benefit from a team that prioritizes problem-solving and the achievement of both short-term and long-term financial goals.

Shervin Sadr, CFP® provides dedicated financial guidance and wealth advisory services to the Boston community.

Services:

• Business Owner Planning
• Insurance Planning
• Medical Professional Planning
• Retirement Planning
• Wealth Management