Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ , and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Jeffrey R. Prunier, CFP®
Your Planner
Jeff has long had a passion for people and investing. From following the share price of Disney in the newspaper at the age of 6 to opening his first investment account at 18 years old, Jeff has always wanted to continue learning about finances. He graduated from Tufts University with a degree in Psychology, which helped him better understand his purpose-- helping people. He says it has truly been a dream to blend his love of finance with his lifelong desire to help people. This formal career in finance began with Edward Jones in Worcester, MA. Feeling an entrepreneurial fire from within, he founded J. R. Prunier Capital Management LLC to deliver the best client experience in the field. Jeff obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2022.
When not crunching numbers and meeting with clients, Jeff loves spending time with his wife, two young children, and their whippet. He can also be found running on the roads, sailing in freshwater, and hiking anywhere with trees and mountains.
Your Planner
I founded this firm in 2022 to provide the best service and guidance to individual clients and business owners. Early on in my career I realized that often firm size can get in the way of exceptional personal service. My goal is not to be the largest, but to be the absolute best in client service while adhering strictly to my company values. To put it simply, I enjoy knowing the names of my client's kids, their goals, where they are along their journey, and which seasonal hobby they're enjoying each time I speak with them. To me, knowing these aspects of their lives is essential and helping them reach their goals is fulfilling. What more could we want in life, but enjoyment and fulfillment? I love what I do.
Unmeasurable trust, direct transparency.
J. R. Prunier Capital Management is a fiduciary, fee-only Registered Investment Adviser built on strong holistic values. We thrive on helping people find their passion and live a life of purpose by design. This does not mean materiality beyond your budget. If fact, it's quite the opposite. It is about going deeper than objects to discover what is most important to you, then developing a plan to live your passion within your resources.
Unmeasurable trust, direct transparency
J. R. Prunier Capital Management is a fiduciary, fee-only Registered Investment Adviser built on strong holistic values. We thrive on helping people find their passion and live a life of purpose by design. This does not mean materiality beyond your budget. If fact, it's quite the opposite. It is about going deeper than objects to discover what is most important to you, then developing a plan to live your passion within your resources.
Unwavering trust. Financial clarity.
All About Us
What Sets Us Apart
This is your About page. This space is a great opportunity to give a full background on who you are, what you do and what your site has to offer. Your users are genuinely interested in learning more about you, so don’t be afraid to share personal anecdotes to create a more friendly quality. If you’re a business, talk about how you started and share your professional journey. Explain your core values, your commitment to customers and how you stand out from the crowd. Add a photo, gallery or video for even more engagement.
Our Values
At J.R. Prunier Capital Management, the Golden Rule is the foundation from which the company is built and upon which every client relationship lies.
Trust
There may be nothing more critical to a relationship than trust. From managing client's wealth, to developing their goals and dreams, and referring out to other advisors, you can count on this firm to protect your trust.
Dedication
As a fee-only financial planner, this firm is built upon dedicating itself to its clients. We make sure the client comes first not purely from a legal fiduciary purpose, but because it's simply the right thing to do. Like many who feel passionately about their careers, this business is a lifestyle, not a job.
Passion
Helping clients is our passion. Through an ongoing structured discovery process, we work closely with you to uncover your passion, and to ensure this is always in the forefront of your plan. Your passions may be dynamic, but will always align with your goals.
Purpose
Anything worth doing is worth doing right, with passion and for a purpose. Most people begin investing because of a specific purpose-- retirement, college, buying a business. This purpose may evolve and change, but there is always a purpose to investing. We work with you to find your purpose and develop it into an achievable goal.
Who We Work With
This is your Client description. Utilize this space to give background on the client, summarize the work you provided for them or explain the nature of your partnership.
Communication
Open and honest communication with a mutually understood cadence is a cornerstone of any successful relationship. Some client relationships may last more than 30 years. Effective communication can facilitate this free flow of information between advisor and client.
Communication
Open and honest communication with a mutually understood cadence is a cornerstone of any successful relationship. Some client relationships may last more than 30 years. Effective communication can facilitate this free flow of information between advisor and client.
we deliver a Comprehensive and cohesive wealth management experience
Doing what is best for clients goes beyond a traditional investment relationship. At J. R. Prunier, our boutique firm includes comprehensive advanced wealth services and a deeply personal relationship. While this is tailored to each client's needs, you can expect to discuss life goals, investments, taxes, insurance, and estate planning, among other client-specific topics. This requires dedication and open and mutual trust, two core values of our firm. We serve clients with in-state visits extending nationally beyond New England.
J. R. Prunier Capital Management LLC
I founded this firm to provide the best service and guidance to individual clients and business owners. Early on in my career I realized that often firm size can get in the way of exceptional personal service. My goal is not to be the largest, but to be the absolute best in client service while adhering strictly to my company values. To put it simply, I enjoy knowing the names of my client's kids, their goals, where they are along their journey, and which seasonal hobby they're enjoying each time I speak with them. To me, knowing these aspects of their lives is enjoyable and helping them reach their goals is fulfilling. What more could we want in life, but enjoyment and fulfillment?
Jeffrey R. Prunier, CFP®
President, Founder
Our goal is to paint one clear picture with all the financial components of your life.
So you can stop worrying, and enjoy living.
J. R. Prunier Capital Management is a fiduciary, fee-only Registered Investment Adviser built on strong ethical values. Our boutique firm includes comprehensive advanced wealth services and a deeply personal relationship. While this is tailored to each client's needs, you can expect to discuss life goals, investments, taxes, insurance, and estate planning, among other client-specific topics. This requires dedication and open and mutual trust, two core values of our firm. We believe understanding the whole picture is how you can have trust in the plan.
We offer unbiased expertise across multi-generational wealth planning, business execution and transitions, and retirement planning, among other areas, with deep knowledge in sustainable investing. Our approach is educational – broken down in jargon-free language that you can understand. Our holistic process is structured and tailored to your life, allowing you to live your life of passion on purpose. Our passion is people. Our purpose is to offer a cohesive stress-free financial journey.
We go further than finance.
Doing what is best for clients goes beyond a traditional investment relationship. We thrive on helping people find their passion and live a life of purpose by design. This does not mean materiality beyond your budget. In fact, it's quite the opposite. It is about going deeper than objects to discover what is most important to you, then developing a plan to live your passion within your resources. We act with compassion to understand the life our clients envision, and we objectively execute every detail to achieve it.
As you carve your path in life, surround yourself with experts in every field, who will help guide and shape your future.
Jeffrey R. Prunier, CFP®
Your Planner
Jeff has long had a passion for people and investing. From following the share price of Disney in the newspaper at the age of 6 to opening his first investment account at 18 years old, Jeff has always wanted to continue learning about finances. He graduated from Tufts University with a degree in Psychology, which helped him better understand his purpose-- helping people. He says it has truly been a dream to blend his love of finance with his lifelong desire to help people. This formal career in finance began with Edward Jones in Worcester, MA. Feeling an entrepreneurial fire from within, he founded J. R. Prunier Capital Management LLC to deliver the best client experience in the field. Jeff obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2022.
When not crunching numbers and meeting with clients, Jeff loves spending time with his wife, two young children, and their whippet. He can also be found running on the roads, sailing in freshwater, and hiking anywhere with trees and mountains.
Your Planner
Your Planner
Jeffrey R. Prunier, CFP®
Jeff has long had a passion for people and investing. From following the share price of Disney in the newspaper at the age of 6 to opening his first investment account at 18 years old, Jeff has always wanted to continue learning about finances. He graduated from Tufts University with a degree in Psychology, which helped him better understand his purpose-- helping people. He says it has truly been a dream to blend his love of finance with his lifelong desire to help people. This formal career in finance began with Edward Jones in Worcester, MA. Feeling an entrepreneurial fire from within, he founded J. R. Prunier Capital Management LLC to deliver the best client experience in the field. Jeff obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2022.
When not crunching numbers and meeting with clients, Jeff loves spending time with his wife, two young children, and their whippet. He can also be found running on the roads, sailing in freshwater, and hiking anywhere with trees and mountains.
As you carve your path in life, surround yourself with experts in every field, who will help guide and shape your future.
