I’m Beth Lundberg, a Certified Financial Planner™ professional (CFP®) and the founder of Hawthorne Wellman Financial Planning, LLC.
Hathorne Wellman Financial Planning, LLC is an independent, fiduciary, fee-only Financial Planning and Investment Management firm. I’m based in Massachusetts, and serve clients in-person and virtually in New England, and virtually across the United States.
My favorite part of the work I do is the sense of calm and clarity it brings into my clients’ lives. Our plans take away financial stress, and build in joy. Less stress, more joy. Life is so much better with the money part figured out!
Wherever you are in your financial journey, I’d love to show you what your financial life, well-planned, can look like.
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
