Best Financial Advisors in Boston

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.”

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.