PlanDynamic

PlanDynamic is a Financial Planner in Framingham, MA. The firm operates as a fee-only Registered Investment Advisor, acting as a fiduciary for clients who seek to build, evolve, and sustain their financial independence. Services include comprehensive financial planning, investment management, and goal-based portfolio construction. The firm serves clients who are balancing responsibilities for children, aging parents, and their own future financial security. PlanDynamic holds a perfect 5.00 rating from the customers who have reviewed it.

The firm is founded and led by Glenn Brown, who holds the Certified Financial Planner and Chartered Retirement Planning Counselor designations, along with an MBA in finance from Boston College and a BA in liberal arts from the University of New Hampshire. Brown has over 24 years of experience in wealth management, having previously served as Managing Director and Portfolio Strategist for Windhaven Investment Management, and holding roles with Charles Schwab, Bank of America, and Columbia Management. PlanDynamic’s approach is structured around three phases: building a financial plan that incorporates all aspects of a client’s life, evolving the plan using adaptable technology for real-time collaboration and education, and sustaining the relationship through ongoing, interactive support. The firm offers low-cost, dynamic portfolios designed for goals-based investing. As a fee-only fiduciary, PlanDynamic receives revenue solely from clients, with no commissions for recommending investments or products and no kickbacks for referrals to other financial professionals.

PlanDynamic stands out in Framingham for its strict fiduciary model, ensuring that all advice is delivered in the client’s best interest without conflicts of interest from commissions or referrals.