Paul Litchfield

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About Paul Litchfield

At eight years old, my life changed overnight when my father went to prison. He left us with nothing. From that point on, I learned early, and out of necessity, what it meant to create and manage money.

I started mowing lawns to help my mother put food on the table for my three younger brothers. Responsibility was not optional, it was required.

I became the first person in my family to attend college, working three jobs to make it possible. Nothing was handed to me.

When I entered the investment industry, I built my business from the ground up, cold calling, knocking on doors, and earning every opportunity. I did not inherit a network or follow a well-worn path. I had to create my own. While many other advisors grow up around this profession because of their parents, I had to teach myself everything. That journey shaped how I think, how I work, and how I serve my clients.

Anyone who has started with nothing and built something meaningful understands the discipline, resilience, and perspective it takes.

For me, being a financial advisor is not just a career, it is part of who I am.

See Disclosures

General Information

Firm Start Year

2012

No. of Employees

20-49

CRD#

5970864

Firm CRD#

160294

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Paul Litchfield is a Senior Wealth Advisor and Financial Planner at Claro Advisors. He guides executives, founders, entrepreneurs, individuals, and families in simplifying their financial lives and preserving wealth across generations. For 17 years, clients across the United States and internationally have trusted Paul to help them navigate complex financial decisions with clarity and confidence.

Paul's approach is rooted in a unique philosophy: wealth management should go beyond numbers. It's about aligning financial decisions with personal values and long-term purpose. To support this, he created the MOVE Framework a structured system built around four pillars: Mission, Objectives, Values, and Ethics designed to bring clarity, alignment, and discipline to every major financial decision.

Forbes has recognized Paul among America's Top Next-Gen Wealth Advisors Best-in-State for the past three consecutive years.

Prior to joining Claro Advisors, Paul built and managed successful investment practices as a Vice President at Ferris Capital and Morgan Stanley. Earlier in his career, he worked in public accounting in Boston as a CPA®, giving him a deep technical foundation in tax strategy and financial structure.

Paul serves on the Board of Directors of the Massachusetts Society for the Prevention of Cruelty to Children and the Miss Massachusetts Organization, a subsidiary of the Miss America Organization. He is also the founder of AdVenture International, a 501(c)(3) nonprofit he created after spending a summer teaching math and English in Africa.

Paul earned bachelor's degrees in Accounting and Finance from the University of Massachusetts Lowell, graduating summa cum laude as a Commonwealth Honors Scholar. He also holds an MBA from the University of Massachusetts Lowell with high honors.

Outside of work, Paul enjoys spending time with his family and supports causes focused on education and helping underprivileged children. He is also a private pilot and enjoys flying in his spare time.

Work with the following types of clients

Individual Investors, Businesses

Foreign Languages Serviced

English

Advisory Services Provided

Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Top Next-Gen Wealth Advisor Best-in-State

Securities Licenses

Series 7, Series 31, Series 66

Firm Information

Assets Managed by Firm

$1,500,000,000

Advisor's Number of Clients

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000+

Compensation Methods

Based on Assets

Additional Details on Charges

We charge a percentage-based fee typically between 0.50% and 1.5%

We do not charge commissions

We do not sell any proprietary products

We are transparent with fees

Minimum Fee Charged for Managed Accounts

$5,000

Education

Bachelor of Science - Finance & Accounting

UMass Lowell
2005 -2009

MBA - Finance

UMass Lowell
2012 -2012

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893719/paladinregistry-Claro-Advisors-detailed-disclosure.html

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Paladin Research Report For:

Claro Advisors