Empowerment Through Insight

Our client’s success is our top priority. From wealth management to retirement strategies, our guidance and resources can help make your investment goals a reality.

man reading a tablet and leaning on an office desk

... no copy here ...

woman hugging a child on a beach

... no copy here ...

Our mission is simple:

At Santoro Financial Planning Group, we support clients throughout their personal financial journey. We help clients identify their economic objectives and create a comprehensive plan to achieve them. We educate and empower clients to make thoughtful decisions in their best interests. We are facilitators, not gatekeepers.

View Our Services

What Sets Us Apart?

With more than two decades of experience in the financial services industry, we're able to support clients in achieving their financial goals at every stage of life. We pride ourselves on delivering a holistic approach that is thoughtful and provides highly tailored services. As a CFP® professional, our financial consultancy is bound by a strict code of ethics and we act in your best interests. We understand the importance of making the right decision that reflects your changing needs.

Our experience in budgeting, cost-benefit analysis, asset management, the tax implications of financial decisions, mutual fund analysis and attribution, education funding, retirement planning, and estate planning is a sample of the vital services we deliver to our clients. We provide services to individuals and their families, as well as employer-sponsored programs.

View our Privacy Policy

David Santoro's 2025 Five Star Award Announcement

Five Star Award 2025

This award was issued on 2/1/25 by Five Star Professional (FSP) for the time period 4/10/24 through 10/31/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4671 Boston-area wealth managers were considered for the award; 528 (11 % of candidates) were named 2025 Five Star Wealth Managers. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Our Team

Speak with a Professional

Let's begin the discussion. Submit this form to schedule an initial conversation. We'll use what we learn to match you with the right financial professional for your background and requirements.

Name

Email

Address

Phone

Question

Thank you!

Oops!

Looking for More Information?

Financial Calculators