Skip to main content

  • Client Center
  • Home
  • What’s On Your Mind?
    • Financial Planning
    • Investments
    • Retirement
    • College
    • Inheritance
    • Divorce
    • Growing Family
    • Loss of Spouse
  • Blogs and Events
  • About Us
    • Story & History
    • Values & Philosophy
    • Getting Started
    • Who We Are
  • Pricing
  • Contact

  1.  

  2.  

  3.  

Our Focus is on

YOU

 

 

Learn More

Making the Most of Your

TIME

Our clients are busy professionals and retirees that prefer spending their time doing things they enjoy. Your time is precious; let us provide you with the peace of mind in the security of your financial life.

Get Started

Confidence in the Decisions for Your

FAMILY

We can help you identify how you’d like to provide for your family, and work together to make the changes necessary for you to reach your family’s goals.

Contact Us

 

Previous

 

Next

What's On Your Mind?

Our comprehensive approach allows us to look at your whole financial life in order to make the best recommendations possible.

View All Services

Financial Planning

Having a solid financial plan is the foundation of your financial life.

Investments

We seek to provide clients with a positive investment experience through the alignment of their life and risk tolerance with an academically-based investment strategy.

Early Retirement

Retirement these days means many things to many people. The common theme, however, is to have a plan.

College

Planning for college is often a top priority for our clients.

Inheritance

An inheritance, whether expected or unexpected, sometimes carries with it thoughts and responsibilities regarding the assets that are inherited.

Divorce

Divorce carries with it many issues that have financial implications, and at a time when many are strained by the emotional aspects of the event.

Growing Family

Many couples are looking for an advisor when they become parents. Many new financial issues arise when you suddenly don’t have any time to deal with them!

Loss of Spouse

The loss of a spouse can trigger many financial issues, which can be overwhelming for the survivor.

About Perennial Advisors Group

Our goal is to help clients align their financial lives with what is most important to them.

Story
& History

Our firm was founded on a commitment to help people with their financial success, embracing fiduciary responsibility to act in our clients' best interest.

More

Values
& Philosophy

At Perennial Advisors Group, we believe it is important to use a holistic approach to financial planning.

More

How To
Get Started

Interested in working with us? Here’s a general idea of how the process works.

More

Meet Our Team

Our firm size allows us to give our clients the individual attention that is often overlooked by larger firms.

View All Team Members

I started this business in 1998 with a concept to help people with their financial success. Now all these years later, I feel that we have been...

David Carpenter

Founder, CEO
Photo of team member

I joined Perennial in the summer of 2015 after graduating from Bentley University with a BA in Managerial Economics. I knew that I wanted to...

Kelsey Brennan

Financial Planning Analyst
Photo of team member

I joined Perennial in December 2017 after spending 8 years in technology sales and running my own tax-focused financial planning practice. Prior...

Ken Hoyt, CFP, EA

Financial Advisor
Photo of team member

After years in corporate America and formerly owning a small retail business, it was time to shift gears and seek new opportunities.

I...

Kelly Powers

Administrative Assistant

Home

Latest News

Blog & Events

Stay up to date with our latest financial news and events. Register today for one of our workshops or subscribe to our blog.

View All Blog Posts

Featured: Ken Hoyt on RMDs in The Simple Dollar

Submitted by Perennial on July 23rd, 2018

https://www.thesimpledollar.com/required-minimum-distribution/

Tags:
  • RMD

Featured: Ken Hoyt in CNBC, July 18 2018

Submitted by Perennial on July 20th, 2018

logo-cnbc.png

  • Read more

Brokers vs. Advisors

Submitted by Perennial on February 20th, 2018

Newsletter Subscription

Subscribe to our newsletter and get exclusive info straight to your inbox!

  • Sitemap
  • Disclosures
  • ADV
  • 270 Littleton Road, Suite 19 , Westford, MA 01886
  • Phone: (978) 577-6025

© 2019 Perennial Advisors Group. All rights reserved.

Website Design For Financial Services Professionals