Best Financial Advisors in Newton

Aspire Financial Advisors focuses on providing financial planning services for Christian churches, congregations, and schools in Newton. From creating education plans for high school and college students to establishing retirement options for the future, the firm addresses any questions clients may have about possible risks in the market and asset allocation. Founder John F. Harrison is a Certified Financial Planner who has been serving in the financial industry since 1990. He is also an active ordained minister who conducts workshops at local churches.

Capital Advisors Group is a that offers investment management and debt finance consulting services in Newton. It provides customized cash investment portfolios based on its clients' requirements. It also assists in the development of strategies, the evaluation of potential lenders, bid solicitation, and the sourcing of deals in its end-to-end transaction support. Ben Campbell, who founded Capital Advisors Group in 1991, was named among the 100 Most Influential People in Finance by Treasury & Risk in June 2011.

David J. Prothero, CPA, P.C., provides financial advisory services to individuals and small businesses in and around Newton. It assists clients in setting realistic financial goals and attaining them through personalized tax reduction strategies, investments, college funding advice, and insurance solutions. The firm also helps with retirement planning, estate and wealth transfer planning, and charitable gift planning. Company president David J. Prothero is a Certified Public Accountant and a Certified Financial Planner who has over two decades of experience in investment consulting, tax consulting, and financial planning.

Financial Planning Solutions, LLC, is an independent company that serves retired, widowed, and divorced individuals in Newton. Its fiduciary financial advisors provide wealth management programs and financial planning solutions for individuals who are preparing for marriage, getting a divorce, planning for their children's college, leaving their job, or closing in on retirement. The agency's co-founders and managing partners, Rick Fingerman and Lyman Jackson, are both Certified Financial Planners. Each has over 30 years of experience in the finance and services industry.

Insight Financial Strategists LLC serves clients in Newton. It provides services such as retirement planning, divorce planning, and investment management. The firm also assists clients in diversifying their portfolios by dividing investments across real estate, stocks, and bonds. The company extends its financial planning services to physicians that have either finished or are currently undergoing their residency or fellowship. Chris Chen, a wealth strategist at the firm, has the designations of Certified Financial Planner and Certified Divorce Financial Analyst.

Kaplan Financial Services is a team of Newton-based financial advisors who assist with comprehensive wealth planning. Its family wealth planning includes helping children with investment choices, education funding, and 529 plan analysis. Kaplan Financial Services also offers retirement analysis, estate planning, and tax planning. Susan Kaplan, the founder, is a Certified Financial Planner and has an MBA in Finance. Kaplan became president of the Institute of Certified Financial Planners in Boston and is on the Board Trustees at Beth Israel Deaconess Medical Center.

Lightship Wealth Strategies, Inc., has been offering Newton-based clients financial planning and investment management services since 2006. Its advisors, who have earned CFP designations, guide individuals and families in securing their financial wellbeing. The firm provides timely advice and information about their financial needs relating to tax, estate, and insurance. Its founder, Jonathan Wolff, was recognized as one of the Best-in-State Wealth Advisors in Massachusetts by Forbes. He also received recognition from the Financial Times.

McVittie Financial Advisors is a securities and investment advisory firm that serves Newton. It performs asset management, cash flow analysis, education funding services, insurance needs assessment, and long-term care and retirement planning. Its other services include risk management and succession planning for small businesses. It recommends investment options that align with its clients and provides advice regarding insurance coverages, such as disability, life, and long-term care. Its president, Elizabeth L.S. McVittie, has been a Certified Financial Planner for more than a decade.

Plum Street Advisors serves the financial advisory needs of clients in and around Newton. The firm aims to assist clients in attaining their goals of financial independence and security, offering a broad range of solutions and strategies such as investment proposals, retirement planning, debt analysis, insurance analysis and review, and college funding analysis. Additionally, its advisors provide assistance with estate and tax planning. Founding partner Jamie Osborn is a Certified Financial Planner who has nearly 20 years of experience in financial analytics.

Renaissance Wealth Advisors creates and sustains long-term financial well-being for the locals of Newton. The firm applies what it calls the Renaissance 8-step process, where every aspect of the clients' financial well-being is considered in order to create a unique financial profile that caters to their needs. It applies the process when assisting them in retirement, estate, insurance, investment, and tax matters. Jon Loer and Lauris Lambers established Renaissance in 2019. They have a combined industry experience of more than 50 years.

The Bulfinch Group is a firm that consists of financial advisors who provide solutions to individuals, families, and businesses in the Newton metro. Its team of professionals offers services aimed at retirement security, estate planning, and family security. The firm also offers a wide range of business planning services, including key employee insurance, corporate benefits solutions, 401(K) planning, and business continuation. Established in 1994, The Bulfinch Group crafts strategies with the goal of helping its clients grow and preserve wealth.