Black Dog Financial Planning, LLC is a Massachusetts-based fee-only financial planning firm and Registered Investment Advisor (RIA). Founded by Jeffrey M. Toman, CFP®, the company specializes in providing comprehensive financial planning, investment management, and retirement planning services, particularly for pre-retirees and retirees. Their mission is to act as a fiduciary, helping clients achieve their financial goals through personalized and objective advice without the conflicts of interest associated with commission-based sales.

Founded in

United States