Best Financial Advisors in Boston

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Adviser Investments logo

Adviser Investments

Newton, MA 02459
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Adviser Investments is a financial advising firm in Newton that commits to delivering personalized services. The company has been satisfying individuals, trusts, and foundations since 1994, and it handles “mutual funds, exchange-traded funds, and undiscovered managers.” The chair is the editor of Independent Adviser for Vanguard Investors, an award-winning publication, and he shares his insights regularly on Wall Street Journal, Barron’s, and other popular periodicals. Adviser Investments provides free resources on its website, and it gives e-newsletters subscribers market updates.

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Archer Bay Capital logo

Archer Bay Capital

55 Commercial Wharf, Boston, MA 02110
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  • Estate Planning
  • Financial Planning
  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)

Boston-based Archer Bay Capital is an independent investment advisory company and fiduciary firm serving the metro and its surrounding areas. It develops a financial plan that is customized to a client’s current situation and goals. The firm offers comprehensive investment management services that involve regularly monitoring portfolios and reviewing savings and expenses. Managing principal and founder Terri Z. Campbell is a Chartered Financial Analyst and she has been serving as a committee member at the Financial Accounting Standards Board for nearly a decade.

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Artemis Financial Advisors LLC logo

Artemis Financial Advisors LLC

115 Newbury Street, Boston, MA 02116
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Artemis Financial Advisors LLC is a Boston-based company that works with young professionals, retirees, affluent women, and clients undergoing life transitions such as divorce and remarriage. Its financial advisors provide a range of services, including financial planning, which covers cash flow and risk management, investment strategy reviews, and tax planning, and offer sustainable investment options. Artemis Financial Advisors was founded by Leigh Bivings, who put up the company when she saw the need for financial management and advisory services during the financial crisis in 2008.

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Balanced Rock Investment Advisors logo

Balanced Rock Investment Advisors

Roslindale, MA 02131
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Balanced Rock Investment Advisors is a locally owned and completely independent provider of fiduciary guidance in Roslindale that has been around for more than five years. The owner has a Chartered Financial Analyst certification, and he and his team handle financial analysis, portfolio management, quantitative methods, fixed income and alternative investments, and similar matters. Balanced Rock Investment Advisors abides by “the highest standards of ethics and conduct in the industry,” and it puts sustainability at the core of the business.

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Beyond Your Hammock logo

Beyond Your Hammock

Boston, MA 02118
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Beyond Your Hammock is a fee-only financial planning firm in Boston that helps professionals in their 30s and 40s make smart choices with their money. BYH's unique process guides clients to take control of their cash flow, set realistic goals and invest appropriately for the future. The founder, Eric Roberge, CFP, believes that a client's financial plan shouldn’t be just about retirement. It’s about making the most of their money so they can do what they want in their life now and in the future. Interested clients can visit BYH's website to learn more about how BYH can help them make better financial decisions.

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Birch Hill Investment Advisors logo

Birch Hill Investment Advisors

One International Place, Boston, MA 02110
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  • Estate Planning
  • Retirement Planning

The Boston-based Birch Hill Investment Advisors was founded in 2007 to provide private and institutional clients with independent wealth management services. Providing a wide range of services, including retirement planning, estate planning, and education cost planning, it helps clients address their financial concerns and achieve financial freedom. The president of the company, Gary R. Mikula, has more than 40 years of experience and is a member of The Boston Economic Club.

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Boston Family Advisors logo

Boston Family Advisors

535 Boylston Street, Boston, MA 02116
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  • Tax Preparation

Boston Family Advisors offers assistance in financial wealth management. The firm caters to entrepreneurs, real estate professionals, and individuals looking to create a financial legacy. Its team of financial advisors makes use of in-depth research methods and maintains full transparency with clients. On top of financial planning, its other services include investment management, generational wealth transfer, and tax planning. Its president, Nick Hofer, was the former executive vice president of Boston Private.

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CAPTRUST logo

CAPTRUST

1 Liberty Square, Boston, MA 02109
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  • Certified Financial Planner (CFP)

Boston-based CAPTRUST is a wealth management firm that caters to individuals and businesses in the metro. It offers a range of services for individual investors, including cash flow, insurance, estate, and legacy planning. Additionally, it provides tax consultation and risk management solutions as well as investment portfolio construction and management and performance reporting. The firm was established in 1997, and its managing director, John Appleby, is a Certified Investment Management Analyst. He previously served as a defense analyst for British Aerospace.

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Civic Financial logo

Civic Financial

20 Newbury Street, Boston, MA 02116
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  • Certified Financial Planner (CFP)

Civic Financial is a consulting and advisory firm serving Boston and the surrounding areas. The full-service company helps high-net-worth families and high-income professionals with its financial planning services and wealth management solutions. Its consultants provide asset allocation, security selection, and access to alternative investments. They also discuss and educate clients on their estate planning and specialized insurance options. The team at Civic Financial has more than 200 years of combined industry experience.

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Claro Advisors logo

Claro Advisors

100 High Street, Boston, MA 02110
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  • Certified Financial Planner (CFP)

Claro Advisors is a financial services company in Boston that offers a full range of solutions, from cash management and insurance planning to investment management. Its team of advisors offers retirement income planning assistance and educates clients on 403(b) and 401(k) plans. Claro Advisors was founded in 2012 by Ryan Belanger, who had earned his CFP distinction three years prior. He is an active community member who voluntarily teaches public speaking and resume-building to high school students.

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Compass Planning Associates logo

Compass Planning Associates

Wellesley Hills, MA 02481
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Compass Planning Associates is a financial advisor in Wellesley Hills. The company caters to individuals, married couples, entire families, and owners of small businesses, and it helps them attain the knowledge they need to gain control over their money and overall financial security. Clients can visit Compass Planning Associates’ website to learn more about the team’s services and industry qualifications.

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Concierge Wealth Management logo

Concierge Wealth Management

346 Commercial St, Boston, MA 02109
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Concierge Wealth Management has been serving individual clients, families, and business owners in Boston since 2010. Its financial advisors offer advice that is customized to fit each client's needs. This community-based firm offers concierge services, including personal financial planning, life planning, and wealth management. The professional advisors understand everything there is to know about personalized financial strategies, and this has helped many entrepreneurs, retirees, and individuals achieve their financial goals.

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Concord Wealth Management logo

Concord Wealth Management

Waltham, MA 02451
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Concord Wealth Management is a team of seasoned financial advisors in Waltham. The firm caters to millennials, retirees, and anyone seeking to make sound investment decisions, and it gives back to the community through Habitat for Humanity and other charities. Concord Wealth Management shares valuable information through its website, including the article “What Can a Million Dollars Buy for You?,” and it also offers a free, downloadable mobile app that enables clients to ask questions and receive market updates.

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Darrow Wealth Management logo

Darrow Wealth Management

22 Boston Wharf Road, Boston, MA 02210
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  • Retirement Planning
  • Tax Planning

Darrow Wealth Management is an independent financial advisory and fiduciary firm that serves Boston. It helps families and individuals achieve lifestyle and wealth goals through its services that include goal-based modeling, retirement planning, and investment management. It also offers wealth management services for business owners, employees with stock options, and individuals planning for a liquidity event. Tom McFarland founded the firm in 1987. McFarland was a representative for the Global Voice Editorial Advisory Board.

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David J. Prothero, CPA, P.C. logo

David J. Prothero, CPA, P.C.

313 Washington Street, Newton, MA 02458
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  • Estate Planning
  • Retirement Planning

David J. Prothero, CPA, P.C., is a financial advising and CPA firm that has been serving Boston and the surrounding metro areas since 2003. It offers a wide range of solutions, including tax reduction strategies, retirement planning, estate planning, and investment management. David Prothero, the company's president, has more than 20 years of experience in tax consulting, investment consulting, and financial planning. He previously worked for PwC, helping individual and corporate clients with stock option planning, tax minimization, and benefits consulting.

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Fenway Financial Advisors, LLC logo

Fenway Financial Advisors, LLC

501 Boylston Street, Boston, MA 02116
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  • Certified Financial Planner (CFP)

Fenway Financial Advisors, LLC, is a team of Certified Financial Planners based in Boston. They assist clients in the areas of retirement, asset protection, and risk management. Furthermore, they develop financial plans based on clients' objectives and establish investment and savings plans afterward which involve period plan reviews and assessments of clients' risk tolerance. Fenway Financial Advisors was founded in 2006 by Steve Wintermeier, an author and CFP who has been working in the financial services industry since 2004.

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Fiduciary Trust Company logo

Fiduciary Trust Company

Boston, MA 02109
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Fiduciary Trust Company is a privately owned wealth management firm that has been part of the Boston community for more than 135 years. The team demonstrates a genuine commitment to act in the best interests of clients, and it serves individuals, families, and nonprofits. With over $20 billion in assets under supervision, the firm is large enough to have teams of experts in wealth planning, investing, trusts, estates, and tax while also being small enough to provide highly personal service. Fiduciary Trust has received numerous industry honors, including Best Fiduciary or Trust Services by Private Asset Management in 2020, and its New Hampshire affiliate, Fiduciary Trust of New England, has been named a Most Advisor-Friendly Trust Company by Wealth Advisor for six consecutive years.

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Flagship Private Wealth logo

Flagship Private Wealth

Woburn, MA 01801
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Flagship Private Wealth is a registered investment advisor in Woburn. The company is an independent firm that steers clear of conflicts of interest, and it caters to individuals and families in Massachusetts and 19 other states, as well as D.C. Flagship Private Wealth offers securities through LPL Financial, and it encourages clients to view its staff’s credentials on the Financial Industry Regulatory Authority’s online platform.

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Freedman Financial logo

Freedman Financial

Peabody, MA 01960
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Freedman Financial is an independent, registered provider of unbiased financial planning advice in Peabody. The firm has been helping individuals, married couples, and entire families since 1968, and most of its clients have “roots in the North Shore of Boston.” Freedman Financial encourages anyone to check its advisors’ credentials on the Financial Industry Regulatory Authority and Securities Investor Protection Corporation BrokerCheck platform.

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Great Point Wealth Advisors, LLC logo

Great Point Wealth Advisors, LLC

1 International Place, Boston, MA 02110
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  • Certified Financial Planner (CFP)

Great Point Wealth Advisors, LLC, caters to clients in Boston and the surrounding areas. It assists with asset allocation, estate planning, income generation, insurance consulting, and tax management. It also helps clients with portfolio management. Peter V. Disch, Jr., the founder, is a Certified Financial Planner. He holds a bachelor's degree in Finance. Disch stays involved in the community by volunteering as a financial coach to patients in Dana-Farber Cancer Institute.

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Insight Financial Strategists logo

Insight Financial Strategists

Crafts Street, Newton, MA 02458
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Insight Financial Strategists caters to individuals and families in Boston and the surrounding areas. It provides advice and assistance with education planning, life insurance coverages, retirement planning, and tax management. In addition, the firm offers divorce, investment, and wealth strategies. Chris Chen, one of the firm's financial advisors, is a Certified Financial Planner and a Certified Divorce Financial Analyst. He is a member of the Financial Planning Association and the National Association of Financial Advisors.

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Manent Capital logo

Manent Capital

55 Traveler St, Boston, MA 02118
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  • Certified Financial Planner (CFP)

Manent Capital helps clients build financial plans. Serving Quincy and the surrounding cities, it focuses on helping women professionals. The agency helps them build tax-efficient financial portfolios to protect and maximize wealth. Owner Silvia Manent is a Chartered Financial Analyst and Certified Financial Planner. She and her team offer a six-step financial planning program, which includes goal setting, budget optimization, investment meeting, and implementation meeting. Manent currently manages over $70 million for women in different fields. Her company has been featured in CNBC, CNN, Forbes, and TheStreet.

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Mayflower Advisors logo

Mayflower Advisors

265 Franklin Street, Boston, MA 02110
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  • Private Wealth Advisor
  • Retirement Planning

Mayflower Advisors is a team of Certified Financial Planners and Chartered Retirement Planning Counselors who serve the Boston area. It offers private wealth management, which involves intergenerational wealth creation and transition, individual retirement planning, and risk management. The company's independent structure gives clients access to various investment options such as higher-yielding cash alternatives and mutual funds. Mayflower Advisors' financial advisors are regularly quoted in news outlets like CNN, Fox News, and The New York Times.

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McAdam logo

McAdam

84 State Street, Boston, MA 02109
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  • Certified Financial Planner (CFP)

McAdam is a business that offers financial advice for clients based in Boston and nearby locations. Its team of financial advisors uses integrated services and tools to achieve clients' unique goals and needs. They provide financial planning solutions in areas of retirement, tax and insurance strategies, education, estate, and employer benefits optimization. Additionally, they work with business owners to keep personal and business finances thriving. Its principal and founder, Michael McAdam, was named Innovator and Entrepreneur Award Winner in 2018 by CEO Report.

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Meridian Financial logo

Meridian Financial

Holliston, MA 01746
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Meridian Financial is an independent advisory firm Holliston that helps individuals and families with their wealth accumulation and preservation needs. The company offers fee-only services, and it puts the clients’ interest first and foremost. Meridian Financial has been part of the community since 1990, and it maintains another office in Cape Cod. The team consists only of Certified Financial Planners and members of the National Association of Personal Financial Advisors.

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Munroe Morrow Wealth Management logo

Munroe Morrow Wealth Management

Boston, MA 02109
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Munroe Morrow Wealth Management is a provider of financial strategies in Boston. The team guides clients through their journey to financial well-being, and the process involves comprehensive planning, proactive risk management, and service excellence. Munroe Morrow Wealth Management has another office in Cape Cod, and its website features a free, downloadable mobile app that allows individuals to ask questions and receive helpful information and “thoughtful insight on market and economic news.”

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Pallas Capital Advisors logo

Pallas Capital Advisors

45 Braintree Hill Office Park Suite 201, Braintree, MA 02184
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  • Certified Financial Planner (CFP)
  • Financial Planning

Pallas Capital Advisors serves clients in the Quincy metro. It specializes in financial planning and investment management. Its financial planning services include retirement planning, investment management, estate planning, business owner planning, risk management, and executive compensation. It conducts investment management services to help with tailored portfolio management, asset allocation, risk management, fiduciary responsibility, and research and analysis. Founding partner and CEO, Richard Mullen, holds more than 25 years of experience managing various facets of wealth and advising high-net-worth individuals and families.

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Solari Financial Planning logo

Solari Financial Planning

Boston, MA 02109
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Solari Financial Planning is an advising firm in Boston that offers customized, fee-only services on wealth accumulation and preservation. The company helps individuals and families build comprehensive plans for their economic future, and the owner is a member of the National Association of Personal Financial Advisors and an affiliate of Certified Financial Planner Board of Standards. Solari Financial Planning gives a free guide, and its blog features helpful posts, such as “Top Five Overlooked Tax Deductions.”

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Todd Mulligan, logo

Todd Mulligan,

28 State Street, Boston, MA 02109
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  • Estate Planning
  • Retirement Planning

Todd Mulligan is a financial advisor with extensive knowledge in financial and planning difficulties that serve families and individuals throughout Boston. He works with a team of specialists in handling wealth planning, estate planning, asset protection, private banking, and investment management. Todd Mulligan specializes in equity award optimization and works with customers to develop a strategy that meets their present demands and long-term financial objectives. He is also a financial advisor, portfolio management director, and workplace advisor.

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Wingate Wealth Advisors logo

Wingate Wealth Advisors

Lexington, MA 02420
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Wingate Wealth Advisors is an independent financial consultancy company in Lexington. The firm takes a comprehensive approach to helping people and organizations achieve their financial goals, and the process involves designing “a prudent, long-term plan of action” that can transcend generations. Wingate Wealth Advisors has been around since 1986, and it caters to emerging investors, retirement plan carriers, non-profits, and other client types.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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