Validated Financial Wealth Services

Enter our home and discover why clients are making the move to Little House Capital.

Our Offerings

Wealth Management Institutional/OCIO Corporate Retirement Services

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Little House Capital Named in Newsweek’s 2025 Top Financial Advisory Firms

Little House Capital is proud to be recognized in Newsweek‘s 2025 list of America’s Top Financial Advisory Firms. This prestigious honor underscores our unwavering dedication to innovation, delivering strong investment results, and leveraging industry expertise to help our clients thrive in today’s complex economic environment. Ranked among the top 3% of the 15,000 firms evaluated, this recognition is a testament to the trust and success we strive to achieve with every client.

Our Promise – To offer exceptional customer service coupled with institutionally inspired investment solutions enabling clients to achieve their life goals.

100+

Proprietary Solutions

100+

Years of Combined Expertise

98%

Client Retention Rate*

Our Values

Integrity

Hold ourselves to the highest ethical, fiduciary, and moral standards

Transparency

Accountability, openness, communication, and trust – the pillars on which we build lasting client relationships

Technology

Embrace the rapid evolution of technology and are willing to move beyond traditional

Culture

Foster a collegial and collaborative work environment built on a free and open exchange of ideas

Community

Committed to helping others and supporting the communities in which we work and live both with our time and financial resources

Our Offerings

Little House Capital operates three distinct business lines designed to offer our clients access to solutions tailored to specific needs both at the individual and corporate levels. We invite you to explore our core capabilities and discover the offering best suited for your needs.

Link to: Wealth Management

Wealth Management

For individuals looking for detailed financial or estate planning, tax assistance, investment management or asset protection

Link to: Institutional/ OCIO

Institutional/ OCIO

For Advisors and Institutions who want access to our fully automated investment platform, proprietary products, and research content

Link to: Corporate Retirement Solutions

Corporate Retirement Services

For Companies looking for a cost-effective and comprehensive retirement solution

At Little House Capital we strive to make doing business with us easy while offering a unique experience. Learn more about what makes us different.

Our Difference

Latest Insights and Updates

Link to: News
News

News

Link to: Market Insights
Market Insights

Market Insights

Link to: Quarterly Chartbook
Quarterly Chartbook

Quarterly Chartbook

Learn more about what Little House can do for you

Let’s Connect

Little House Capital, LLC

  • 35 Braintree Hill Park
    Suite #100
    Braintree, MA 02184

  • 71 Elm Street
    Worcester, MA 01609

  • 15 Constitution Drive
    Suite 1A
    Bedford, NH 03110

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Little House Capital, LLC was awarded America’s Top Financial Advisory Firms: 2025 on November 19, 2024, for the year 2025. America’s Top Financial Advisory Firms: 2025 was created by Plant-A Insights and Newsweek and is awarded based on a variety of factors that are linked here. Little House Capital, LLC has only provided compensation directly to Plant-A Insights and Newsweek for the licenses of the award and did not provide compensation to be given this award.

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