PaulLitchfield- Financial Advisor Boston, MA

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About Paul Litchfield

I learned how to make and manage money when I was 8 years old. My father went to prison and left us with nothing. I started mowing lawns to help put food on the table. I was the first in my family to go to college and worked 3 jobs to make that happen.

Later on, I built my wealth management business from the ground up, cold calling and knocking on doors. I took the hard path to get to where I am at, because that was my only option. Those early experiences shaped me and how I see the wealth management profession. They instilled a level of care, awareness, and respect for money that simply can't be taught.

When I sit across from a client, I don't just see numbers on a page. I understand what money represents: security, freedom and sometimes survival. That is why I do what I do. It's ingrained in my DNA, and it gives me the ability to out care other advisors.

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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 has spent 17 years helping clients across the United States and internationally navigate the financial decisions that matter most.

His practice is built on a simple belief: wealth management should go beyond the numbers. That's why he created the MOVE Framework, a structured approach grounded in Mission, Objectives, Values, and Ethics, to ensure every financial decision is made with clarity, alignment, and purpose.

Paul's career began in public accounting in Boston as a CPA, giving him a rare technical edge in tax strategy and financial structure. He went on to build his investment practice at Morgan Stanley and then Ferris Capital before joining Claro Advisors. Paul works with executives, founders, entrepreneurs, and multi-generational families who want more from their financial life.

Paul has been recognized by Forbes as a Top Next Gen Wealth Advisor Best-in-State for 3 consecutive years, Five Star Professionals, and Top 100 Magazine for his work as a wealth advisor.

Work with the following types of clients

Individual Investors, Businesses

Foreign Languages Serviced

English

Advisory Services Provided

Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money 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

$1,700,000,000

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:

Paul Litchfield

Claro Advisors