Laurels

Best Financial Advisors in Boston
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Boston Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 155 99 16

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Modera Wealth Management FEATURED Expertise.com

Modera Wealth Management is an independent Registered Investment Advisor (RIA) in Boston that provides wealth management and portfolio management services to individuals, families, trusts, institutions, and philanthropic organizations. The firm offers several decades of experience managing client portfolios and provides customized, fee-only guidance to address the unique financial needs of clients in a fiduciary capacity. Some of the financial services offered include investment management, retirement planning, tax planning and tax reduction strategies, cash flow planning, estate and trust planning, and insurance planning.

535 Boylston St., Suite 300
Boston, MA 02116

Website

Adviser Investments

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.

Newton, MA 02459

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Compass Planning Associates

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.

Wellesley Hills, MA 02481

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Concierge Wealth Management

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.

346 Commercial St
Boston, MA 02109

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Fiduciary Trust Company

Fiduciary Trust Company is a privately owned wealth management firm that has been part of the Boston community for more than 130 years. The team demonstrates a genuine commitment to act in the best interests of clients, and it serves individuals, families, and nonprofits. With over $13 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 the 2019 Best Trustee Service award from Private Asset Management magazine.

Boston, MA 02110

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Flagship Private Wealth

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.

Woburn, MA 01801

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Freedman Financial

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.

Peabody, MA 01960

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Journey Wealth Partners

Journey Wealth Partners is a team of independent, certified financial advisors in Concord that offers personalized, fee-only services on wealth management. The firm helps clients design and implement “intelligent plans so they may live their lives to their fullest potential,” and its investment philosophy involves an evidence-based conservative approach. Journey Wealth Partners shares free resources through its website, including risk tolerance and scenario modeling tools, and it offers a complimentary discovery meeting.

Concord, MA 01742

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LEVATUS Wealth Counsel | Investment Management

LEVATUS Wealth Counsel | Investment Management is an innovative, female founded Wealth Services company. Our mission is to unleash the power to flourish for each unique client. In order to achieve this objective we take a holistic approach to wealth counsel and investment management and offer a suite of Signature LEVATUS Wealth Services. Our investment approach is straightforward, clear and process driven. We believe wealth counsel must make specific and tangible connections between priorities, mission and strategy. These connections are the threads that bring purpose into the fabric of decision making for each client. It is where strategy meets quality of life.

129 Newbury Street
Boston, MA 02116

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Meridian Financial

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.

Holliston, MA 01746

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Munroe Morrow Wealth Management

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.”

Boston, MA 02109

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Solari Financial Planning

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.”

Boston, MA 02109

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Wingate Wealth Advisors

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.

Lexington, MA 02420

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