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 156 100 17

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

SmartAdvisor by SmartAsset FEATURED Expertise.com

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.

Boston, MA

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

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 Wealth Management

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

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

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

Website

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