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 171 115 32

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

Birch Hill Investment Advisors

  • 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.

One International Place
Boston, MA 02110

Website

Boston Family Advisors

  • 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.

535 Boylston Street
Boston, MA 02116

Website

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

Website

Fenway Financial Advisors, LLC

  • 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.

501 Boylston Street
Boston, MA 02116

Website

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

Website

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

Website

Modera

  • Estate Planning
  • Tax Planning

Modera is a financial advisory firm that has been providing its services to the Boston metro for nearly 40 years. It has a team of financial advisors that guides clients in tax planning, insurance planning, college or educational planning, retirement planning, and estate or trust planning. Additionally, the firm also provides wealth management services, cash flow budgeting, risk management services, and charity finance works. Modera was included in the Barron's Top 100 Registered Investment Advisor Firms back in 2020.

535 Boylston Street
Boston, MA 02116

Website

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

Website

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

Website

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