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Best Financial Advisors in Waltham

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Apex Wealth Group logo

Apex Wealth Group

51 Sawyer Road Suite 340, Waltham, MA 02453
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  • Certified Financial Planner (CFP)

Apex Wealth Group offers comprehensive financial advisory solutions to clients throughout Waltham. It aims to help individuals and families attain their long-term financial goals through its range of financial advisory solutions designed to fit their specific needs. Its financial advisors help with matters concerning comprehensive financial planning, investment management, retirement planning, 401k rollovers, and Social Security planning. Founder Guillermo Alberto has been a financial advisor for more than 14 years and holds the Certified Financial Planner and Certified Investment Management Analyst designations.

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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

Argent Wealth Management, LLC, provides financial advice to customers in Waltham. It creates diversified portfolios using alternative and traditional investment strategies, risk measurement techniques, and an industry-standard financial planning program. The company allocates assets using a strategic propriety model that invests on stocks, private equity, hedge funds, real estate, and bonds to provide returns with low risks. Argent Wealth Management has an investment team of six persons with more than 100 years of combined experience.

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Balanced Rock Investment Advisors logo

Balanced Rock Investment Advisors

1408 Centre Street, Roslindale, MA 02131
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  • Private Wealth Advisor

Balanced Rock Investment Advisors is a fiduciary-only firm that offers financial planning and wealth management services to clients in Waltham. It crafts comprehensive financial plans for individuals, covering tax planning, insurance, and estate planning. Its team builds and monitors diversified and tax-efficient client portfolios, customizing each to meet a client's goals and values. The firm offers socially responsible investment vehicles for public and private local markets. Balanced Rock has been operating for a decade, helping clients from varied income levels.

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Beaumont Financial Partners logo

Beaumont Financial Partners

250 First Avenue, Suite 101, Needham, MA 02494
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  • Estate Planning
  • Certified Financial Planner (CFP)

Beaumont Financial Partners has been serving individuals, families, small businesses, and non-profits in Waltham since 1981. Its financial advisors assist in making decisions when planning a business sale, retirement, or next real estate purchase. They create a strategy together and put it into action, updating as aims and circumstances change. They help in investment management, business and tax advisory, and life cycle planning. Managing partner Thomas J. Cahill is a member of the Massachusetts Society of CPAs and the American Institute of Certified Public Accountants.

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David J. Prothero, CPA, P.C. logo

David J. Prothero, CPA, P.C.

313 Washington Street, Ste 200, Newton, MA 02458
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  • Estate Planning
  • Retirement Planning

David J. Prothero, CPA, P.C., offers wealth-building solutions to individuals and businesses in Waltham through its affiliation with Commonwealth Planning Group. Its services include planning for retirement, college savings, estate and wealth transfer, and charitable gift-giving. Company president David Prothero is a CPA and a CFP. He has an MBA and also holds FINRA Series 7 and 63 securities registrations. Before establishing the firm, Prothero was a director of financial management at a non-affiliated financial and investment consulting organization. 

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Innovative Advisory Group Wealth Management logo

Innovative Advisory Group Wealth Management

394 Lowell St, Suite 8, Lexington, MA 02420
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  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Private Wealth Advisor
  • Retirement Planning

Innovative Advisory Group offers financial solutions to individuals and business owners in Waltham and the surrounding communities. The company offers risk management assessments, innovative portfolio management, financial planning analysis, alternative investment planning and implementation, and financial planning analysis. It also assists clients with wealth accumulation, distribution, transfer, and protection. Kirk Chisholm, the principal, is also the founder of the private wealth management firm Stirling Global Advisors. He has also held management positions at Smith Barney and UBS PaineWebber.

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Lyon Financial Planning logo

Lyon Financial Planning

42 Reservoir Road, Waltham, MA 02453
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Lyon Financial Planning is a fiduciary helping Waltham residents with cash flow, investment, tax, estate, incapacity, and inheritance planning. Its advice-only service caters to clients who seek assistance with developing a financial plan and are also comfortable implementing it independently. It provides financial counsel on real estate and career change decisions and child-related planning. Founder Jay Abolofia is a Certified Financial Planner and a Ph.D. economist. He is a member of the National Association of Personal Financial Advisors.

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Orion Wealth Advisors logo

Orion Wealth Advisors

4 Rangeway Street, Lexington, MA 02420
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Orion Wealth Advisors caters to the needs of Waltham residents. It offers financial and investment plans to help retirees make their savings last longer while minimizing tax liabilities. Team members also serve pre-retirees by demonstrating how to obtain retirement income from 401ks and when to take social security. In addition, the team assists widowed individuals in organizing their finances in order to plan for college funding, estate planning, and risk management. Founder Peter Hoffman is a CFP who provides clients with fiduciary planning and advisory services.

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Pension & Wealth Management Advisors logo

Pension & Wealth Management Advisors

800 South Street, Suite 160, Waltham, MA 02453
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Pension & Wealth Management Advisors is an independent firm that has been serving individuals and families in Waltham and nearby areas for over 35 years. It offers various financial planning solutions, covering retirement, investments, charitable giving, and wealth forecasting. It assists with estate planning for document coordination and inter-generational stakeholders. The firm provides risk management policies for life, long-term care, and disability. Its managing partner, Neil G. McInnis, is an AIF, CLU, and CFP professional who has been in the industry since 1986.

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Sensible Financial Planning logo

Sensible Financial Planning

203 Crescent Street, Suite 404, Waltham, MA 02453
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  • Certified Financial Planner (CFP)

Sensible Financial Planning caters to clients in Waltham and the surrounding areas. It provides financial planning services involving tax minimization strategies, cash flow plans, risk management solutions, and integrated investment plans. The company serves individuals or families planning to purchase a house and prepare for college or children. Its team is also available for portfolio management solutions. Before establishing the company, founder Rick Miller served as a business consultant to help owners, experts, and executives manage their finances.

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The Clifford Group logo

The Clifford Group

275 Grove Street Suite 2-400, Newton, MA 02466
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

The Clifford Group offers financial solutions to families, individuals, and business owners in Waltham and nearby locations. It assists clients in managing their finances, helping them achieve stability through its investment and estate planning services. The company creates customized and comprehensive plans to help customers sell or start an enterprise. It also processes life, homeowners', and BOP insurance. CEO and founder Gregory Clifford was given America's Top Next-Generation Wealth Advisors Award by Forbes in 2018.

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The Harvest Group logo

The Harvest Group

800 South Street Suite 200, Waltham, MA 02453
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  • Certified Financial Planner (CFP)
  • Retirement Planning

The Harvest Group is a family-owned Registered Investment Advisor that caters to individuals, families, and family businesses in Waltham and surrounding areas. Its services include executive compensation plans, investment management, wealth protection and insurance, and small business planning. Founder and managing partner Roger Ingwersen is a CFP, CIMA, and CRPC. He worked for UBS, Prudential Securities, Bache Halsey Stuart, and Wachovia Securities before establishing the firm in 2016. The Harvest Group was recognized as Best in State Wealth Advisor by Forbes, Smart Investor Blog, and U.S. News.

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The Moody Street Group logo

The Moody Street Group

134 Rumford Ave, Suite 201, Newton, MA 02466
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  • Retirement Planning
  • Insurance Products

The Moody Street Group is a financial service and insurance agency through OneAmerica that caters to individuals, families, and businesses in the Waltham metro and the surrounding areas. It helps clients achieve their money goals by offering financial planning. This service addresses annuities, education, insurance, investment, IRAs, and lifestyle changes. It also provides retirement and special needs planning solutions. Albert Dolan, a financial services professional in the group, has been working in the industry since 1984. He holds the LUTCF designation.

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Wealth Planning Resources logo

Wealth Planning Resources

460 Totten Pond Road Suite 600, Waltham, MA 02451
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  • Certified Financial Planner (CFP)

Wealth Planning Resources has been serving Waltham and its surrounding communities since 1993. Its team of professionals assists individuals and businesses with persona, corporate retirement, financial foundation, and life stages planning. Its group conducts initial consultations over the phone, discussions to develop an analysis and plan outline, meetings to review the implementation, and evaluation of progress. The firm's founder, John B. Steiger, is a Certified Financial Planner who also has an Accredited Investment Fiduciary designation.

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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)
  • Retirement Planning

Wingate Wealth Advisors, founded in 1986, is an independent company that serves Waltham retirees, pre-retirees, professionals, and executives. The firm assists clients in avoiding unnecessary risks, providing risk management and estate planning advice, and assisting with financial planning. It also looks at equity compensation packages such as employee stock purchase plans, retention shares, stock appreciation rights, and non-qualified stock options. Jeffrey H. White, a partner and senior financial advisor, has more than 30 years of experience.

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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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