While Neponset Valley Financial Partners was established in February 1999, Clifford L. Caplan, the founder, had been providing financial services to individuals and businesses since 1978. As the financial planning industry emerged from the synergy of insurance, investments, and banking in the late-1970s and early-1980s, Cliff was an early entrant to this fledgling field and was quickly recognized as an innovator in designing and implementing strategies that coordinated wealth accumulation and preservation objectives.
As a result of his experience and insights on various issues in the industry, Cliff's comments have been widely circulated in national publications. This exposure has greatly contributed to the widespread growth of the practice as we currently work with clients in 28 states.
With many family relationships spanning 30 years or longer, we are in a unique position to work with our clients and their families in generational planning.
After working in New York City for four years at a large investment firm, Cliff's son, Stephen, joined the practice in August 2016. He concentrates his efforts on helping young professionals.
Our ultimate goal is to create a blueprint for our clients that provides them with the best opportunity to achieve their goals.
