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Best Financial Advisors in Framingham

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Argent Wealth Management, LLC logo

Argent Wealth Management, LLC

200 Fifth Ave. 7th Floor, Waltham, MA 02451
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Since 1992, Argent Wealth Management, LLC has been serving clients in Framingham and the surrounding areas. It provides a wide range of services, including financial and estate planning, tax preparation, and investment management. It creates diversified portfolios that are tailored to each client's specific strategic goals, and it manages multiple sources of risk to maximize after-tax return potential. It also develops multi-year tax strategies to meet the financial needs of the client while minimizing their tax burden.

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Asset Strategy logo

Asset Strategy

24 Superior Dr., Ste 101, Natick, MA 01760
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Asset Strategy is an independent investment advisory firm that serves clients in Framingham. It provides private wealth management solutions that cover retirement income planning, investment management, tax and estate planning, and trust administration. It offers insurance analysis and reviews to maximize family and investment protection. The firm also assists with institutional retirement plans and portfolio management. Asset Strategy has been in the industry for over 30 years. It has access to various funds, non-proprietary investment managers, and strategies.

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Bartholomew & Company logo

Bartholomew & Company

161 Worcester Road, Suite 402, Framingham, MA 01701
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  • Certified Financial Planner (CFP)

Bartholomew & Company offers financial planning services for clients in the Framingham metro. The firm's specialists develop financial strategies and solutions to meet needs and get on the road to financial security. They provide retirement planning services that involve growing and protecting wealth to secure the future and retire comfortably. In addition, they help in income, estate, tax, and long-term cost planning. President and CEO Thomas J. Bartholomew received the Accredited Investment Fiduciary professional accreditation from Fi360.

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Beck Bode logo

Beck Bode

858 Washington St. Suite 100, Dedham, MA 02026
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  • Certified Financial Planner (CFP)

Beck Bode has been serving clients in Framingham and nearby areas since 2012. It offers a wide range of services, from financial and retirement planning to wealth, investment, and asset management. Services that involve retirement plan consulting, investment planning strategies, financial fitness, and risk management are also available. It analyzes the client's situation and creates scenarios to educate them on how to reach their financial objectives. Its team provides annual meetings to monitor their financial progress.

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Blackstone Valley Wealth Management, LLC. logo

Blackstone Valley Wealth Management, LLC.

22 South Street Suite #202, Hopkinton, MA 01748
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  • Certified Financial Planner (CFP)

Blackstone Valley Wealth Management, LLC, is an independent firm that has been catering to individuals and families in Framingham and the surrounding areas since 2013. It helps clients make informed financial decisions by offering consulting, planning, and management services. It covers a variety of fiscal areas, such as cash flow, estate plans, investments, net worth, retirement, and tax. James A. Valis, one of the managing partners, is an Accredited Asset Management Specialist and a Certified Financial Planner.

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Boston Wealth Management LLC logo

Boston Wealth Management LLC

286 Boston Post Road, Wayland, MA 01778
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  • Certified Financial Planner (CFP)

Boston Wealth Management, LLC has been serving clients in the Framingham area since 2005. People can seek the assistance of the company in planning their finances in order to achieve both short-term and long-term objectives. Its team creates financial plans and investment portfolios based on a client's risk tolerance and goals. The firm also assists in the planning of a stable and sustainable income for retirement. Phillip Wong, the company's founder and managing director, has extensive knowledge of tax laws, investment strategies, and pensions.

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Burke Financial Services logo

Burke Financial Services

25 W Central St, Natick, MA 01760
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Tax Preparation

Burke Financial Services provides a broad range of financial planning solutions to help clients attain their financial security goals. The company has been serving individuals, families, and businesses in and around Framingham for more than forty years, with financial advisors that offer a step-by-step process for building a financial roadmap that helps clients get closer to their goals. This includes creating appropriate plans that cover tax management, retirement strategies, insurance and annuity products, investment management, and estate conservation.

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Cadence Wealth Management logo

Cadence Wealth Management

1800 West Park Drive, Suite 330, Westborough, MA 01581
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  • Certified Financial Planner (CFP)

Cadence Wealth Management offers financial solutions to individuals and businesses in Framingham and the neighboring communities. The company provides traditional tactical asset allocation and actively managed strategies, and develops investment policy statements that incorporate clients' portfolio management preferences. It also observes the relationships between different market indices and measures investor sentiments. Cadence Wealth Management gives back to the community through its involvement with Second Chance Animal Shelter, The Red Sox Foundation, Tin Mountain Conservation Center, and Cure SMA.

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Heritage Financial logo

Heritage Financial

100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
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  • Certified Financial Planner (CFP)

Heritage Financial has been providing an array of services in Framingham and nearby locations for over 25 years. It caters to families and individuals who need financial planning assistance. The business creates strategies tailored to clients' lifestyles and philanthropic causes they want to support. Its agents also help customers allocate their bonds, stocks, cash, and alternative investments. Additionally, they process life, long-term care, and homeowners' insurance. Founder and CEO Charles Bean III is a ChFC and a CLU.

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Legacy Financial Advisors, Inc. logo

Legacy Financial Advisors, Inc.

1500 West Park Drive Suite 100, Westborough, MA 01581
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  • Retirement Planning

Legacy Financial Advisory, Inc., caters to clients in Framingham and the surrounding cities. It provides financial advising services focusing on retirement planning strategies to help individuals prepare for their future legacy and lifestyles. It also specializes in helping new graduates and young professionals manage and prepare for their upcoming finances and investments suitable for their short and long-term goals. Company owners Paul and Linda Mauro have been in the financial industry for over 45 years.

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Marino Stram & Associates Financial logo

Marino Stram & Associates Financial

550 Cochituate Road East Wing, 4th Floor, Suite 25, Framingham, MA 01701
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  • Certified Financial Planner (CFP)

Marino Stram & Associates Financial is an independent firm that serves Framingham. It offers planning and asset management services to help clients pursue their goals and achieve a financially secure future. Its “Envision, Plan, Act” process involves assessing their financial health and retirement goals, developing customized plans and identifying risks, and implementing and monitoring portfolios. The firm manages assets like bonds, IRAs, mutual funds, stocks, and trusts and recommends retirement income strategies. Marino Stram & Associates Financial was founded in 1997.

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Meridian Financial logo

Meridian Financial

13 Water St #204, Holliston, MA 01746
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Meridian Financial is an advisory firm serving Framingham. It has been in the industry for over 25 years, providing comprehensive financial planning, which covers the client's tax, estate, investment, retirement, insurance, and workplace benefits. Its professionals work closely with individuals to organize their financial life, allowing them to achieve their goals. They utilize portfolio analysis technology to determine if the client's investments match their risk profile. The company also offers asset allocation solutions. It serves as a member of the Financial Planning Association.

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New Harbor Financial Group logo

New Harbor Financial Group

146 Main Street, Suite 302, Worcester, MA 01608
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  • Certified Financial Planner (CFP)

New Harbor Financial Group, established in 2005, is a privately owned investment advisory firm that serves individuals, families, and institutions throughout Framingham and the nearby communities. The firm is staffed by independent fiduciary advisors who seek to understand clients' unique situations to create custom financial plans that meet their needs and goals. The firm's services include retirement planning, risk management and insurance planning, tax and estate planning, and business succession planning. The principals at New Harbor also hold the Certified Financial Planner designation.

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Plan Dynamic logo

Plan Dynamic

945 Concord Street, Framingham, MA 01701
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  • Certified Financial Planner (CFP)

Plan Dynamic helps investors and business owners in Framingham build and sustain their financial independence by assisting them in planning their investments, cash flow and debts, taxes, and retirement. The process entails talking with clients about their ideas, incorporating their visions into the data, and tracking their financial images. The firm is owned and managed by Glenn Brown, a CFP and an MBA in Finance. Before forming Plan Dynamic, he served as managing director of an investment management company for over two decades.

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Proctor Financial logo

Proctor Financial

18 N. Main Street, Sherborn, MA 01770
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  • Certified Financial Planner (CFP)

Proctor Financial is a money management firm that caters to the needs of Framingham. It provides a wide range of financial planning services from retirement preparation and executive compensation benefit maximization to investing and tax reduction. Its professionals assist clients by managing investments using the proprietary TCM™ system and building and planning legacies for the next generation. Proctor Financial was founded by Tony Proctor in 1994. He is a CFP and has appeared on CNBC and Bloomberg Television.

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Triton Financial logo

Triton Financial

61 Florence Street, Marlborough, MA 01752
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  • Certified Financial Planner (CFP)

Triton Financial operates in and around the Framingham metro. The independent advisory firm has a three-pronged approach to wealth management, which includes financial planning, investment, and insurance. It helps its clients make smart decisions and obtain independence and security by setting up and managing portfolios, IRAs, and estate and trust accounts. It also offers cash flow analysis and retirement planning. The founder, Bob Gustafson, is a Certified Financial Planner and hosts a weekly show called Financial Spotlight on True Talk Radio 830.

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Wingate Wealth Advisors logo

Wingate Wealth Advisors

450 Bedford Street, Lexington, MA 02420
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  • Certified Financial Planner (CFP)

Wingate Wealth Advisors has been serving individuals and families in Framingham and its surrounding areas since 1986. It offers a wide range of services, from financial planning, generational wealth planning, and retirement planning to investment management and equity compensation. Its financial advisors and research department create a portfolio that is in line with the clients' financial plans, taking into account their objectives and risk tolerance level. The firm also caters to executives, professionals, and pre-retirees.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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