How does a boutique advisory firm like Master Plan Investment Group stack up to a wirehouse with unlimited resources? For Ka’Neda Bullock, CFP®, MBA, AIF®, APMA®, president and founder, the only acceptable answer is “quite high.” To provide an exceptional client experience, she knows that her independent advice needs to be backed by unmatched expertise, modern technology, and a reliable partner. That’s why she’s excited to build the future of her business with Commonwealth and LPL Financial—and

Step into our office! 😁 This fresh new space was designed to supercharge collaboration—and our team is filling every square foot with ideas and inspiration. Waltham crew, you already know what to do! 🤝 Book a comfy, tech-enabled room for team meetings. 🛋️ Enjoy spacious common areas designed for spontaneous chats. ☕ Perk up with a cup of coffee or snack in a fully stocked communal kitchen. 🏓 Bounce your big ideas off a colleague over a quick game of ping-pong. When we’re working seamlessly t