Welcome!
I’m Beth Lundberg, a Certified Financial Planner™ professional and the founder of Hawthorne Wellman Financial Planning, LLC.
We’re an independent, fiduciary, fee-only Financial Planning and Investment Management firm based in Massachusetts. At its core, our small firm is all about one thing - helping Americans and their families have a better life.
One of my favorite things about Financial Planning is the sense of calm and clarity it brings to our clients. Life is so much better with the money part figured out!
No matter where you are in your financial journey, we’d love to show you how good a well-planned financial life can be!
As Seen In…
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Market Watch Article
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Nasdaq Nerdwallet Article
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Lowell Sun Article
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NEA Member Benefits Article
A Few Things to Know About Hawthorne Wellman Financial Planning, LLC:
We offer friendly, Personal Financial Planning services to individuals and families. Investment Management services are available, but not required, for Comprehensive Financial Planning Clients.
We love what we do, and we’re great at it! We’re a small firm offering an exemplary service at a fair price.
We work solely in the best interests of our clients. We don’t sell any products or take any commissions.
At its heart, our financial planning service goes beyond numbers and spreadsheets. It's about understanding the unique stories and aspirations of each person we work with.
We value a positive mindset, and encourage a long-term perspective. We believe that small actions lead to big results, and that the road ahead is filled with possibilities.
Our logo is based on the Della Robbia wreath. A tradition in colonial America, we see these throughout New England during the holiday season. Their rich-green leaves, decorated with ripe fruit, are a symbol of abundance, and remind us how good life can be with some careful planning and a little bit of luck.
