Ted is the founding partner of True North Financial Partners LLC. He has been in the financial services field since 1978. During this time, Ted has focused on comprehensive financial advisory services, with emphasis on estate planning, retirement planning and asset management through Eagle Strategies LLC*.
He and his wife have four lovely daughters.
Ted serves as an officer or board member on numerous charitable and civic foundations, and has been very active in youth and women’s amateur soccer organizations in Massachusetts.
Prior to joining the financial services industry, Ted was a teacher and a school administrator.
Ted holds a B.A. in English Literature from Boston University, and a Master’s degree in Education from Antioch College.
Ted is a Chartered Financial Consultant (ChFC®), a Chartered Life Underwriter (CLU®) and holds a Master of Science in Financial Services (MSFS) from the American College. He is a member of the National Association of Insurance and Financial Advisors and the Boston Estate Planning Council.
Click here to learn more about our advanced planning services for business owners and high net worth families.
201 Jones Road, Suite 610 - Waltham, MA 02451
Phone: (781) 398-9191 | Fax: (781) 398-9195
Email: info@tnfpartners.com