Founded by industry veteran Bob Stimson, Little House Capital blends the sophistication of a $ 600 M+ firm with the warmth and attentiveness of a family office. If you’re exploring succession or seeking a better home for your clients, Little House Capital brings institutional power and personal care under one roof.
Discover how Little House Capital helps advisors protect their legacy and clients during the next chapter of their journey.
Little House Capital is an independent RIA based in Braintree, Massachusetts, with additional offices in Worcester, MA, and Bedford, NH. The firm provides a “uniquely different wealth management experience” by eliminating bureaucracy and delivering thoughtful, high-touch service backed by in-house expertise.
With institutional-caliber investment strategies, comprehensive financial planning, and a collaborative team approach, Little House empowers clients and advisors to focus on what matters: achieving life goals through great planning, not sales quotas.
Meet the leadership of Little House Capital, experienced professionals who built their careers at large institutions and then built a firm around trust, freedom, and fiduciary care.
CPA – Founder, CEO & CIO
With 36+ years of investment leadership, Bob has managed over $2B in prior roles and now drives Little House Capital’s investment strategy. From Wall Street equity analyst to institutional portfolio manager, he brings unmatched experience and vision to every client relationship.
Managing Director & CCO
Together with a multidisciplinary team that includes CFAs, CPAs, and in-house attorneys, Bob, Jeremy and their team deliver seamless, cross-functional planning and support.
Little House Capital doesn’t just earn client trust. They also keep it through the transition and beyond. Here’s what clients have said after working with their team:
“I liked Shad right away — he’s local, approachable, and someone my clients can actually meet. BlueCrest says all the right things, and frankly, they do financial planning better than I ever did.”
Bob H.
Little House is purpose-built for succession. If you’re ready to step back entirely or stay on in a limited role, they customize each transition around your timeline and goals.
You get:
Their three lines of business, including wealth, Institutional, and retirement, give clients a one-stop experience. And their culture? Collegial, professional, and built on integrity.
If you’re looking for a succession partner who will honor what you’ve built while adding value, let’s introduce you to Little House Capital. They’re especially focused on Northeast Massachusetts, New Hampshire, and beyond, but are open to great fits across the country.
CERTIFIED EXIT PLANNING ADVISOR
Evaluate your practice based on AUM, revenue, and overhead. Get insights & strategies for buyer expectations to boost value.
Understand your valuation in today’s market. Develop a clear strategy to optimize your practice and enhance valuation before selling.
Clean up your financials, improve client retention, and reduce inefficiences to increase the value of your practice.
Meet with 2-3 buyers we’ve sourced & hand-selected based on your preferences to determine the best fit.
We will lead you through the negotiation process to put together the best deal structure and ensure a smooth transiton.
Once the deal is signed, the real work begins. We help you navigate the handoff process to maximize client retention.
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