Welcome!

I’m Beth Lundberg, a Certified Financial Planner™ professional (CFP®)and the founder of Hawthorne Wellman Financial Planning, LLC.

We’re an independent, fiduciary, fee-only Financial Planning and Investment Management firm. We’re based in Massachusetts, and serve clients across the United States.

We design financial strategies that show everyday people how to use their money to support the lives they want to live. We focus on understanding who our clients are, and providing the help they need. We do not sell any products, take any commissions, or accept any referral fees.

My favorite part of the work we 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.

Please Click Here To Schedule a Free Introductory Call!