Who We Are

Ted Tiger, AIF®, CRPS®

  • Ted’s extensive career in the financial industry began in 1978, earning his stripes trading commodities for institutional accounts. His many years of experience as a financial advisor helps him use a long-term approach with clients. As an independent advisor, he focuses on taking care of people, rather than serving the bottom line of a corporation. 
  • Ted is an Accredited Investment Fiduciary® and Chartered Retirement Plans SpecialistSM. These designations provide advanced training in retirement planning and managing employer-sponsored retirement plans. Ted’s interest in advising, however, goes beyond retirement. He seeks to provide straightforward, sensible solutions to a lifetime of financial questions.
  • He holds FINRA Series 3, 7, 24, 63, and 65 licenses to help achieve that goal. 
  • Outside of work, Ted has many varied interests, including golf, travel, and baking. He and his wife strongly support and contribute to the Travis Fund at the Cummings School of Veterinary Medicine at Tufts University. This fund helps with the medical care of wild animals and also helps responsible pet owners who cannot afford animal medical procedures defray some of the cost of medical care.
  • Mr. Tiger has been named a  “2012, 2014, 2015, 2018, 2019, 2020, 2021 Five Star Wealth Manager”.  To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients.  Recipients are identified through research conducted by industry peers and firms.   Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com. You can read more about this honor in the February issue of Boston Magazine.