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Our History

Neponset Valley Financial Partners was established in February 1999 by Clifford L. Caplan, a pioneering figure in the financial planning industry who navigated the convergence of insurance, investments, and banking. As an early entrant to the field, Cliff was quickly recognized as an innovator in designing and implementing strategies that coordinated wealth accumulation and preservation objectives.  


Noted for his vast knowledge and experience in financial planning, Cliff’s comments and insights have been featured in numerous national publications. This exposure has significantly expanded our practice, and we currently work with clients in 22 states.  


With many family relationships spanning more than 30 years, we are in a distinct position to work with our clients and their families in generational planning. Our ultimate goal is to create a blueprint for our clients that sets them on the path to achieve their goals.


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