Four Ponds Financial Planning, a well-established investment advisory firm, is headquartered in Mashpee, MA, and serves a loyal clientele of over 50 individual clients. With an impressive $121,713,000 in assets under management, this small firm has solidified its position as a trusted financial partner. With a specialized focus on managing employer 401Ks and individual portfolios, Four Ponds Financial Planning possesses extensive expertise in these areas. More than 80% of their assets under management are derived from employer 401Ks and individuals, showcasing their proficiency in handling such plans for employers and employees ...