Broker Check
It May Be Time for a Financial Checkup Forecast The Cycle of Investing

Going Your Way!

Old School Capital LLC is a fee-only financial planning firm helping New England families since 2001.   

We seek to serve clients in a chivalrous manner that reflects the sturdy character of New England.  Since its founding in the middle of Massachusetts Bay on November 11, 1620, our community has been prized for its Independence, Faith, Education and Community Service.

At Old School Capital, we are committed to never turning our back on clients’ interests, as we understand them.  We seek to help clients get the most value out of everything that they own.  We support massive diversification in securities portfolios and competitive fee structures.  We understand that other business and personal matters can at times remain in the foreground of family needs.  Our response has been to develop affiliates that can be relied upon to provide additional valuable services.  

We would be honored to be considered for the role of your family’s Chief Financial Officer, with the goal of delivering the success of a lifetime.  Let us help you to safely arrive at the destination of your choice!

Personal Financial Planning

Finding & Seizing Opportunities

Learn more

Investment Advisory

Optimizing Course

Learn more

Risk Management

Defending Wealth

Learn more

    Serving the Families of

Business Owners & Executives

Providing A "Can Do" Approach To Resolving Complex Concerns

Learn more

Senior Educators

Addressing Personal Finances With Well-Researched Solutions

Learn more


Facing The Future From A Base Of Strength

Learn more