Northeast Planning Associates, Inc.
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About the firm
Paul H. Brock Associates uses a family office approach to provide comprehensive planning and interdisciplinary consulting to skilled professionals, self-made entrepreneurs, and other financially successful people. The firm creates custom, inclusive financial systems that encompass multiple disciplines, incorporating professional advice on tax strategies and legal perspective. It works to enhance and simplify clients' lives by facilitating and administering cohesive financial systems.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning and interdisciplinary consulting through a family office approach, including custom financial systems, tax strategy planning, legal perspective, and facilitation and administration of cohesive financial systems.
Who they serve
Skilled professionals, self-made entrepreneurs, and other financially successful people who are passionate about maximizing personal freedom, focus on goals and family rather than money, seek advanced tax planning strategies, and want to prepare their children and grandchildren for the responsibility of inheriting wealth.
Leadership
Office locations
Advisors at this firm
71 advisors in the directory
Regulatory & compliance
Data as of May 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Northeast Planning Associates, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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