Old School Capital LLC is a fee-only financial planning firm that has served families in New England since 2001. Based in Andover, Massachusetts, the firm helps clients make informed decisions about their finances, with an approach grounded in independence, education, community service, and a commitment to clients’ interests. Its aim is to help families make the most of what they own and pursue their chosen financial destinations.

The firm offers personal financial planning, investment advisory services, and risk management. Its work includes helping clients identify opportunities, optimize investment strategies, and protect wealth. Old School Capital highlights support for business owners and executives navigating complex concerns, senior educators seeking well-researched financial solutions, and retirees preparing for the future. The firm also provides corporate services and personal wellness coaching, and describes its investment approach as emphasizing broad diversification and competitive fees. Clients can access portfolio reporting and links to investment account providers through the website.