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 Welcome 
Langtree Associates is a Massachusetts-Registered
Investment Advisory Firm located in Westminster, Massachusetts.
As a NAPFA and Garrett Planning Network member, we specialize in providing fee-only financial planning services and investment advice to individuals and families from all walks of life. We work solely for our Clients: as a Fee-Only advisor, all potential conflicts of interest regarding compensation are removed. Don't have a significant number of assets? No problem. With Langtree, you don't have to have a fortune - there are no minimums to work with us.
Langtree Associates is a different type of financial advisory firm: we cater to independent-minded people who are interested in knowing how best to use their resources to realize their dreams. In fact, establishing Langtree Associates was the dream of founder Janice Swenor, CFPâ.
"Our goal is to bring our clients financial lives into focus," says Janice. "Too many times I have seen people invested in products that meet their 'advisor's' goal, but not their own. The reason why I put 'finger quote marks' around the word 'advisor' is because many people call themselves an advisor when, really, they are a product sales person."
At Langtree, we deliver financial facts and advice our clients' need, at the timing they choose, at prices they can afford, with no hidden costs. We know we have done our job when our clients leave feeling educated and equipped to tackle key financial decisions. They know that the facts and recommendations received were provided with their best interests in mind.
Langtree Associates offers a free, no obligation “Get Acquainted” meeting to describe our services and fees and to exchange information to determine which of our services is right for you. You don't need a fortune to start building one.
Call 978-874-0885 and get started today.
Enjoy our most recent Newsletter
Learn more about the 2009 Tax Law Stimulus
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