Paul has spent three decades providing investment advice to individuals, families and businesses, with the majority of that time spent with one of the largest firms on Wall Street, Merrill Lynch. Noticing the ways that the Financial Services industry has changed over his career, and how Wall Street firms had become more focused on their own bottom line and interests, rather than those of their clients, Paul has become dedicated to the idea of building and running the most client-friendly Investment Advisory business possible.
While low fees and Index Fund investing are at the core of Paul’s investment philosophy, attention to each client and their unique needs is his top priority. Limiting his client base to a few dozen individuals and families allows Paul to focus his energy on being a true Fiduciary for the clients that he has committed his time to.
Paul has lived on the Seacoast since ‘99 and has spent years with various volunteering commitments, including time served on the NH Board of Mental Health as a public member and more than a decade as a Guardian ad Litem for CASA NH, an organization that advocates for children in the foster care system in New Hampshire. More recently, Paul has enjoyed teaching Personal Finance to undergraduates at the University of New Hampshire in Durham. In his spare time, Paul surfs, skis, plays golf, draws and enjoys trivia.