Peter J Canniff, CFP®

About Me

About My Firm

Title in the firm: Peter Canniff is the founder and principal of Advanced Portfolio Design, LLC.

Licenses, Certifications and Designations: Peter Canniff is a Certified Financial Planner® professional, a Registered Investment Adviser, a licensed insurance consultant and a registered advisor with the Financial Planning Association. Peter is also a NAPFA-Registered Financial Advisor.

Biography: Peter Canniff was born and raised in Quincy Massachusetts.

Peter lives in Tyngsboro Massachusetts with his wife Nicole and daughter Hope. His spare time is mostly spent involved in family fun and his hobbies are equally divided among “grunt work” and “geek work.” From history, economics, and computers to landscaping, skiing and rock climbing his interests are very diverse.

Peter Canniff has over 15 years of financial planning experience with a strong focus on forward looking analysis of financial goals and finding leading edge, real world strategies that people will stick with.

Peter believes that operating as a Fee Only advisor is the best way for an advisor's priorities to continue to be aligned with the client's needs. So in addition to having the Certified Financial Planner certification, Peter takes great pride in his membership of NAPFA, the National Association of Personal Financial Advisors. NAPFA is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.

Geographic Area Served: Nashua, NH and surrounding areas

Services: Retirement Planning, Portfolio Management, Income Tax Planning, Estate Planning, Wealth Planning

Firm Overview: Advanced Portfolio Design, LLC is a wealth planning firm dedicated to providing superior service and cost effective, intelligent financial strategies for current and future high net worth individuals and families. Our goal is to be recognized as an authority for Asset Allocation Planning and Retirement Planning.

Advanced Portfolio Design, LLC is a specialty firm focused on applying leading edge asset allocation planning and high quality investment selection processes with special consideration given to constantly changing tax issues, and changing cash flow needs. We work primarily with people whose investment portfolios have reached a “critical mass” where mistakes or lack of proper attention are unacceptable.

We also help our clients handle difficult or complex financial decisions around the main areas of financial planning. We help people make decisions regarding their entire wealth circumstances, not just their stocks, bonds and bank accounts. We help them to grow their assets, control their risks, and avoid costly and unnecessary expenses.

Ideal Client: Is receptive to professional advice and has a strong desire to make the most of their financial circumstances.

Fee Details: Advanced Portfolio Design, LLC is a Fee Only financial planning and asset management firm. We are fiduciaries—we do not represent financial or insurance companies, we work only for our clients.
For ongoing asset management service and wealth planning service we generally work for a percentage of managed assets (typical range is 1.25% to 0.75%). We also provide hourly and flat-fee financial planning services which typically range from $2,000 to $5,000.