Dakota
Dakota
Book a Demo
Talk to an Expert

Financial Planning Alternatives

EST. AUM
$100,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Providence
CRD Number
Website fpa-online.com
Client types

Overview

Financial Planning Alternatives (FPA) is a trusted and respected independent financial planning firm with the ability to deliver a broad range of financial services to meet client financial needs, located in Westport, MA. The firm was originally founded by Carlos A. Costa on a strong foundation of community and family values; Monisha Potter, longstanding financial advisor, took ownership in November 2014. FPA is a financial advisory firm specializing in comprehensive financial planning and investment management, maintaining a fiduciary responsibility to act in the best interest of their clients, with a mission to support clients in building a robust financial future with tailored advice. Securities and investment advisory services are offered through Kestra Investment Services, LLC and Kestra Advisory Services, LLC.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy