PlanDynamic

PlanDynamic is a Financial Planner in Framingham, MA. The firm operates as a fee-only fiduciary and Registered Investment Advisor, providing planning and investment management to help clients build, evolve, and sustain financial independence. Services include cash flow monitoring, goal-based needs analysis, and investment management through diversified ETF portfolios or focused individual stock options. The firm serves individuals managing complex life stages, including balancing children and aging parents. PlanDynamic holds a rating of 5.00 based on customer reviews.

Founder Glenn Brown leads the practice as a Certified Financial Planner™ and Chartered Retirement Planning Counselor with an MBA in finance. Prior to establishing the firm, he served as Managing Director and Portfolio Strategist at Windhaven Investment Management and held roles with Charles Schwab, Bank of America, and Columbia Management. The firm operates as a fee-only fiduciary, meaning revenue comes exclusively from clients with no commissions or kickbacks. Clients collaborate with their planner to create plans incorporating life values and independence visions. The firm uses technology to allow real-time updates to goals, financials, and investments.

Investment offerings include five diversified ETF portfolios ranging from Conservative to Aggressive, constructed with low-cost index and smart-beta ETFs. These portfolios feature U.S. and international stocks, fixed income, and sector exposure, with average expense ratios between 0.07% and 0.20%. The firm also offers two focused individual stock portfolios, including a Dividend Growth and Income strategy that selects 20 to 30 companies with competitive advantages. The firm emphasizes transparency, education, and clarity, providing access to real-time data to help clients make timely decisions.

The business is known for its positive rating from the customers who have reviewed it. This standing reflects the client experience of receiving ongoing, interactive planning relationships. The firm’s fee-only structure ensures that all advice and portfolio management actions are taken in the client’s best interest.

PlanDynamic brings a disciplined, low-cost approach to financial planning in Framingham, MA, helping residents navigate their path to financial independence with clarity and transparency.

BizScoreAI gives PlanDynamic a Technical score of 88 out of 100, ensuring the website is secure and readable by search engines without errors. The firm achieves a Discoverability score of 75 out of 100, allowing AI crawlers to access every page so the business can be recommended by AI assistants. PlanDynamic ranks number 3 of 6 Financial Planner businesses that BizScoreAI has scored in Framingham.