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Best Financial Advisors in Boston

2024

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Providers

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Website
115 Newbury Street, Boston, MA 02116
  • Planning
  • Wealth Counsel
  • Investments

Why choose this provider?

LEVATUS Wealth Counsel | Investment Management is a female-founded RIA company serving clients in and around Boston. It combines wealth advice and investment management to create clear and practical links to overall well-being in life. It works closely with clients to tailor financial plans to their specific situations and goals. Its services include mission statement development, cash flow analysis and priority mapping, absolute growth and stability planning, and financial and career coaching during life transitions.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

Website
747 Main Street Suite 120, Concord, MA 01742
  • Tax Strategies
  • Financial Planning
  • Investment Management
  • Executive Equity Compensation

Why choose this provider?

Journey Wealth Partners is a team of financial planners serving Boston. They utilize an evidence-based wealth management approach, which combines optimizing opportunities for financial planning with creating sustainable strategies for investment management. The process involves reducing risks, defining financial objectives, and diversifying portfolios. Clients meet with advisors five to six times during the plan development phase and are provided updated plans yearly thereafter, with check-ins to ensure that standards of living are feasible and maintained. Company founder Peggy McGillin is a CFP.

License Verified:

License: 147017

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
131 Dartmouth Street 3rd Floor, Boston, MA 02116
  • Tax Planning
  • Retirement Planning
  • Tax Preparation
  • Certified Financial Planner (CFP)

Why choose this provider?

Brighton Jones provides services to businesses, families, and individuals in and around Boston. It helps clients develop comprehensive and personalized plans that are aligned with their financial needs and interests. The agency deals with matters involving private investments, insurance and risk assessments, and wealth and retirement planning. It also resolves issues related to 1031 exchanges, equity compensation, investment portfolios, and legacy planning. Brighton Jones has been featured in The Economist, Financial Times, Barron's, and WSJ.

License Verified:

License: 108601

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Schedule Your Free Consultation

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Boston, MA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

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

Why choose this provider?

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 focusing on retirement income planning and wealth management. He is a member of the Financial Planning Association and the National Association of Financial Advisors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
50 Milk St 16th Floor, Boston, MA 02109
  • Financial Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Wealth Management

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (1)

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Michael Mcadam - CEO, Principal & Founder18 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
––

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

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Boston, MA 02109

Why choose this provider?

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.”

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
4.4 / 5 (7)

Website
Woburn, MA 01801

Why choose this provider?

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.

Website
Waltham, MA 02451

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.0
Yelp
3.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Boston, MA 02109

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
1.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
22 Boston Wharf Road, Boston, MA 02210
  • Stock Options
  • Sudden Wealth
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Darrow Wealth Management is an independent financial advisory and fiduciary firm serving Greater Boston. It works to help individuals achieve lifestyle and wealth goals through robust modeling, financial planning, retirement planning, and investment management. The firm specializes in sudden wealth and liquidity events for business owners, employees with stock options, and individuals receiving an inheritance.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (7)

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

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (13)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What kind of advice can you get from a financial advisor in Boston?

    Financial advisors can give their Boston clients comprehensive and holistic planning of all aspects of their finances. Depending on the client's needs, they can provide guidance in specific areas such as investing, insurance purchase, and cash management. These advisors can assist clients in making informed decisions about their financial future or coming up with strategies to improve their financial situation.

  • How can an individual in Boston determine if they are on track to meeting their financial goals?

    Because each person's financial goals are different, there is no standard to measure the successful completion of goals. Some indicators that can determine a person's financial health are credit score, net worth, and cash flow balance. A good credit score, usually around 700, indicates that the person has enough funds. Similarly, a person's cash flow balance must always be positive. Finally, the measurement of a Boston person's net worth should provide a good snapshot of their financial standing.

  • Is having an emergency fund beneficial to a person in Boston?

    Having an emergency fund is beneficial. One of the most important benefits of creating an emergency fund is financial stability, especially in unexpected events that may be costly. Other benefits would be keeping stress levels down and not making unplanned spending. Finally, an emergency fund can help a person in Boston avoid making bad financial decisions, such as taking out credit card cash advances or borrowing high-interest loans.

  • Is there a way of verifying if an investment advisor or firm in Boston is duly registered?

    Send an email to the Massachusetts Securities Division's Records Officer at sec.rao@sec.state.ma.us or call 1-617-878-3660 to check if an investment advisor, agent, or broker-dealer is duly registered. Information such as an investor advisor's disciplinary action and registration status can also be obtained. Similarly, write to this address: Secretary of the Commonwealth Massachusetts Securities Division One Ashburton Place Boston, MA 02108

  • Why is a Certified Financial Planner™ better than a similar professional in Boston with no certification?

    Certified Financial Planners™ have better training, experience, and education compared to similar professionals in Boston. CFPs have to complete a comprehensive course, take a certification exam, and work in the industry for three years to earn the certification. In addition, they are strictly required to abide by a code of professional conduct and ethics.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.