Four Ponds Financial Planning LLC

EST. AUM
$150,186,036

CONTACTS
2

CLIENT ACCOUNTS
405

Firm Details

Metro area Boston
CRD Number 142683
Website fourpondsfinancial.com
Client types

Overview

Four Ponds Financial Planning was been acquired by F.L. Putnam Investment Management Company. Four Ponds Financial Planning, founded by David McPherson, CFP®, in 2007, provides sound and objective financial advice, focusing on investments, retirement planning, and other financial needs. The firm operates from offices on Cape Cod and in Boston, and also serves clients remotely using online technology. David McPherson established the firm after a career as a financial journalist, where he observed unethical practices within some areas of the financial services industry. Recognizing a need for trustworthy financial advice, he created Four Ponds Financial Planning to fill this gap. The firm's name is inspired by the Four Ponds Conservation Area near McPherson's home in the Pocasset section of Bourne on Cape Cod. This area, known for its walking trails and popularity among hikers, mountain bikers, and trail runners, is reflected in the firm's logo, which features a silhouette of the ponds.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Four Ponds Financial Planning LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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