Welcome!

I’m Beth Lundberg, an MBA, Certified Financial Planner™ professional (CFP®) and Accredited Financial Counselor® (AFC®). I’m also 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 virtually across the United States. At its core, my small firm was created to help Americans and their families have a better life.

There are three things about delivering our Financial Planning services that make this the best job I could ever have. The first is that I get to meet, and then to know , so many good people. The second is that I love strategy, (I’m a strategy nerd - Give me a SWOT analysis challenge anyday!) and now I get to design financial strategies that show good people how to use their money to support the lives they want to live. To me that’s not only an honor, its impactful work that makes lives better.

But more important than those important things, is the sense of calm and clarity this work 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!