Paul Litchfield
I started mowing lawns to help my mother put food on the table for my three younger brothers. Responsibility was not optional, it was required.
I became the first person in my family to attend college, working three jobs to make it possible. Nothing was handed to me.
When I entered the investment industry, I built my business from the ground up, cold calling, knocking on doors, and earning every opportunity. I did not inherit a network or follow a well-worn path. I had to create my own. While many other advisors grow up around this profession because of their parents, I had to teach myself everything. That journey shaped how I think, how I work, and how I serve my clients.
Anyone who has started with nothing and built something meaningful understands the discipline, resilience, and perspective it takes.
For me, being a financial advisor is not just a career, it is part of who I am.
2012
20-49 Employees
ALL
United States
9
Paul Litchfield is a Senior Wealth Advisor and Financial Planner at Claro Advisors. He guides executives, founders, entrepreneurs, individuals, and families in simplifying their financial lives and preserving wealth across generations. For 17 years, clients across the United States and internationally have trusted Paul to help them navigate complex financial decisions with clarity and confidence.
Paul's approach is rooted in a unique philosophy: wealth management should go beyond numbers. It's about aligning financial decisions with personal values and long-term purpose. To support this, he created the MOVE Framework a structured system built around four pillars: Mission, Objectives, Values, and Ethics designed to bring clarity, alignment, and discipline to every major financial decision.
Forbes has recognized Paul among America's Top Next-Gen Wealth Advisors Best-in-State for the past three consecutive years.
Prior to joining Claro Advisors, Paul built and managed successful investment practices as a Vice President at Ferris Capital and Morgan Stanley. Earlier in his career, he worked in public accounting in Boston as a CPA®, giving him a deep technical foundation in tax strategy and financial structure.
Paul serves on the Board of Directors of the Massachusetts Society for the Prevention of Cruelty to Children and the Miss Massachusetts Organization, a subsidiary of the Miss America Organization. He is also the founder of AdVenture International, a 501(c)(3) nonprofit he created after spending a summer teaching math and English in Africa.
Paul earned bachelor's degrees in Accounting and Finance from the University of Massachusetts Lowell, graduating summa cum laude as a Commonwealth Honors Scholar. He also holds an MBA from the University of Massachusetts Lowell with high honors.
Outside of work, Paul enjoys spending time with his family and supports causes focused on education and helping underprivileged children. He is also a private pilot and enjoys flying in his spare time.
Individual Investors, Businesses
English
Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management
Mutual Funds, Options & Futures, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Yes
Your Office, Email, Video Conference, Your Home, Our Office, Phone
Fee-Only
$500,000+
Based on Assets
We charge a percentage-based fee typically between 0.50% and 1.5%
We do not charge commissions
We do not sell any proprietary products
We are transparent with fees
$5,000
$1,500,000,000
70
Additional Detailed Disclosures
https://www.wiseradvisor.com/disclosure/1893719/wiseradvisor-claro-advisors-detailed-disclosure.html
When: 08/07/2025 | By:
Location:
Details: Paul has been ranked by Forbes for the last 3 years in a row as one of the Top Next Gen Wealth Advisors Best-In-State...
