Fee-Only Financial Planners in:
Massachusetts

These Massachusetts Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Massachusetts Financial Planners

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NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Walter Herlihy, CFP®, CLU®, ChFC®
Beacon Financial Planning, Inc.
Easton MA, Wellesley MA, Boston MA, Hyannis MA
Fee Only Financial Planner Located Boston, MA and Serving Clients Nationwide
Lawrence Annello, CFP®, CPA/PFS
SageBroadview Financial Planning
Farmington CT, Morristown NJ, Burlington MA
We are experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers
Beth Remick, CFP®, MBA
Ithaka Financial Planning, LLC
Bethesda MD, Mattapoisett MA, Washington DC, Chevy Chase MD, Silver Spring MD, Arlington MD, Fairfax VA, Falls Church VA, McLean VA, Fairhaven MA, New Bedford MA, Marion MA, Cape Cod MA
Fee-Only Financial Planner serving clients nationwide from offices in Bethesda, MD and Mattapoisett, MA.
Michael Solari, CFP®
Solari Financial Planning, LLC
Bedford NH, Boston MA, Nashua NH
Fee-Only Financial Planner With Offices in Bedford NH, Nashua NH, and now Boston MA
Maureen Demers, CFP®
Demers Financial Planning
North Andover MA, North Andover MA, Andover MA, Haverhill MA
Fee Only Financial Planner Located in North Andover, MA
Steve Taylor, CFP®
Colt Financial, LLC
Franklin MA
Fee-Only Financial Planner serving the Norfolk County area and beyond.
Jennifer Davidson, CFP®, CPA
Milestone Financial Planning, LLC
Bedford NH, Westford MA, Nashua NH, Wells ME, York ME
Fee-Only Financial Planning, Investment Management, and Tax Services for Westford, MA and Bedford, NH region
Jane Evelyn, CFP®
Beck Bode Wealth Management
Dedham MA, Cape Porpoise ME
Fee Only Financial Planner Located in Dedham, MA and Kennebunk, ME, and serving clients nationwide
Jeffrey Meenes, CFP®
Blueprint Financial Planning
Shrewsbury MA
Fee-Only Financial Planner serving the Shrewsbury, MA area.
Andrew Chan, CFP®, CIMA®
Locker Financial Services
Framingham MA
Fee Only Financial Planner Located in Framingham, MA and Serving Clients Nationwide
David Martula, CFP®, MBA
Fee-Only Financial Planning
Hadley MA
Fee Only Financial Planner Located in Hadley, MA and Serving Clients Nationwide
Stephen Ahern, CFP®, CPA, PFS, MST
Sullivan Bille/Wealth Management Advisors
Boston MA, Tewksbury MA
Fee-Only Financial Advisor Located in Tewksbury, MA and Serving the Entire Boston Area
Georgia Bruggeman, CFP®, MBA
Meridian Financial Advisors
Holliston MA, Boston MA, Cape Cod MA
Fee Only Financial Planner Serving the Boston, MA Metro Area and Cape Cod, MA.
Jennifer Lane, CFP®
Compass Planning Associates
Boston MA, Newton MA
Fee-Only CERTIFIED FINANCIAL PLANNER™ with offices in Boston and Newton, Mass.
Stephanie Griebel, CFP®
Resolute Financial
Portsmouth NH, Lynnfield MA, Chelmsford MA, Newburyport MA
Fee-Only Financial Planner serving the Portsmouth, NH area.
Kelly Luethje, CFP®, MBA
Willow Planning Group
Boston MA
Financial Planning for Life's Adventures.
Sarah Hodge, CFP®
Compass Planning Associates
Boston MA, Wellesley Hills MA
Fee-Only CERTIFIED FINANCIAL PLANNER™ with offices in Boston and Newton, Mass.
Carolyn Nunez, CFP®, MBA
Ithaka Financial Planning, LLC
Fairhaven MA, Bethesda MD, Washington DC, Chevy Chase MD, Silver Spring MD, Arlington MD, Fairfax VA, Falls Church VA, McLean VA, Fairhaven MA, New Bedford MA, Marion MA, Cape Cod MA
Fee-Only Financial Planner serving clients nationwide from offices in Fairhaven, MA and Bethesda, MD.
Anthony Salotto, CFP®, EA
Delphinus Financial Advisors, LLC
Foxboro MA, Norton MA, Boston MA
Fee-Only Financial Advisor serving the Foxboro and Boston, MA area
Robert Bartley, CFP®, CPA
Bartley Financial Advisors
North Andover MA, Bedford NH, North Andover MA
Fee Only Financial Planner With Offices in Bedford, NH and North Andover, MA
Jill Hennessey, CFP®
Drumlin Financial Advisory
Lancaster MA
Fee Only Financial Planner Located in Lancaster, MA and serving clients in Boston Metrowest, Worcester and Middlesex counties
John Kochevar, CFP®
Kochevar Financial Planning
Grafton MA
Fee Only Financial Planner located in Grafton, MA and serving the greater Boston area and clients nationwide
Christopher Annello, CFP®
SageBroadview Financial Planning
Farmington CT, Morristown NJ, Burlington MA
We are experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers
John Konetzny, CFP® EA
The Practical Planner, LLC
Groton MA, Maynard MA
Fee-Only Financial Planner With Offices in Groton, MA and Maynard, MA and Serving Clients Nationwide
Rick Miller, CFP®, PhD
Sensible Financial Planning
Waltham MA
Fee-Only Financial Advisor serving Waltham, MA area.
Paul Pignone, CFP®, CLU®, ChFC®, AIF
Boston Retirement Advisors
Bonita Springs FL, Guilford CT, Woburn MA, Salem NH
Fee-Only Financial Advisor located in Salem, NH and serving clients nation-wide.
Thomas Fisher, CFP®
Fisher Financial Strategies
Cambridge MA
Fee-Only Financial Advisor serving Cambridge and Boston, MA
William Simpson, CFP®, MBA
Resolute Financial, LLC
Portsmouth NH, Lynnfield MA, Chelmsford MA, Newburyport MA
Fee Only Financial Planner Located in Portsmouth, NH and Serving Clients Nationwide
Charles Johnson, CFP®
Resolute Financial, LLC
Lynnfield MA, Chelmsford MA, Newburyport MA
Fee Only Financial Planner Located in Lynnfield, MA and Serving Clients Nationwide
Kevin Nulton, JD, CFP®
Titanium Advisors, LLC
Newton MA, Franklin MA, Quechee VT
Fee-Only Financial Planner with offices in Franklin and Newton, MA and Quechee, VT.
Sheri Cupo, CFP®
SageBroadview Financial Planning LLC
Farmington CT, Morristown NJ, Burlington MA
Experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers
Peter Canniff, CFP®
Advanced Portfolio Design, LLC
Westford MA, Nashua NH
Fee-Only Financial Advisor located in Westford, MA and serving the entire region and clients across the country.
Steve Stanganelli, CFP®, CRPC®, AEP®
Clear View Wealth Advisors
Amesbury MA, Willimington MA, Burlington MA, Newburyport MA
Plan Well. Invest Smart. Live Better. Fee-Only Financial Planner serving New Hampshire and the Boston, MA area with Offices in Amesbury, Burlington, Newburyport and Wilmington
Jared Hoole, CFP®, MST
Lakeside Financial Planning
Burlington MA
Fee-Only Financial Planner serving the Burlington, MA area.
Mitch Zides, CFA, CFP®
Constant Guidance Financial
North Attleboro MA, Boston MA, Providence RI, Mansfield MA, Norton MA, Plainville MA, RI
Fee-Only Wealth Advisor serving North Attleboro, Mansfield, Norton, Plainville, Newton, Boston, Wellesley, Rhode Island, and serving surrounding communities. Office in North Attleboro
John Spoto, CFP®, MBA
Sentry Financial Planning, LLC
Andover MA, Naples FL, Danvers MA
Fee Only Financial Planner Serving Massachusetts clients North of Boston, on the Northshore, in Merrimack Valley, and Essex County.
Joshua Trubow, MSFP, CFP®
Sensible Financial Planning and Management
Waltham MA
Fee-Only Financial Planner serving the Waltham, MA area.
Robert Ryan, JD, CFP®
Resolute Financial, LLC
Newburyport MA, Chelmsford MA, Lynnfield MA
Fee Only Financial Planner Located in Newburyport, MA and Serving Clients Nationwide
Patricia Konetzny, CFP® EA
The Practical Planner, LLC
Maynard MA, Groton MA
Fee-Only Financial Planner With Offices in Groton, MA and Maynard, MA and Serving Clients Nationwide
Eric Roberge, CFP®
Beyond Your Hammock
Boston MA
I help you organize your finances and make a plan to transform your six-figure income into financial freedom and peace of mind.
Maura Griffin, CFP®, MBA
Blue Spark Capital Advisors
Lenox MA, New York NY
Fee-Only Financial Planner serving women, men, and their families in NYC and the Berkshires
Daniel Candura, CFP®
PennyTree Advisers, LLC
New Seabury MA, Braintree MA, Boston MA
Fee-Only Financial Advisor Serving the Greater Boston Area including the South Shore, Cape Cod and Southeastern Massachusetts
Leigh Bivings, CFP®, PhD, CDFA
Artemis Financial Advisors
Boston MA
Fee-Only Financial Advisor serving the Boston, MA area.
Michelle Morris, CFP®, EA
BRIO Financial Planning
Quincy MA
Fee Only Financial Planner Located in Quincy, MA. I specialize in helping single women make sense of their money and their taxes.
J. David Principe, CFP®
SageBroadview Financial Planning
Farmington CT, Morristown NJ, Burlington MA
We are experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers
Susan Moore, MS, CFP® - Moore Financial Advisors, LTD. - Watertown MA
Debbie Levenson, CFP®, MBA - Levenson Wealth LLC - Newtonville MA Newton MA, Boston MA
Gayle Colman - Colman Knight Advisory Group LLC - Carlisle MA
Robert Siefert, CFP® - Modera Wealth Management, LLC - Boston MA
Jonathan Ullman - Delessert Financial Services, Inc. - Waltham MA
John Perkins - John Perkins - Northhampton (Leeds) MA
David Linnard, CFP®, MBA - Linnard Financial Management and Planning, Inc. - Boxborough MA
Rick Spillane, CFP®, CPA - Spillane Financial Planning, Inc. - North Reading MA
Lee McGowan - Monument Group Wealth Advisors, LLC - Concord MA
Therese Nicklas, CFP®, CMC - The Wealth Coach for Women Inc. - Rockland MA
Wendy Marsden, CPA CFP - ProsperiTea Planning - Greenfield MA
Kristin McFarland - Darrow Wealth Management - Concord MA
Philip Lee, CFP® - Financially In Tune, LLC - Wakefield MA, Boston MA, Marblehead MA
Kathryn Lund, CFP®, CPA - Mosaic Financial Advisors, LLC - Westford MA
Michael Gross, CFP®, CPA, MST - Rising Tides Financial - Needham MA
Philip Stockton - TechGen Financial - Sharon MA
Glen Martin - F.L.Putnam Investment Management Company - Wellesley MA
Jeanne Sullivan, CFP® - Financially In Tune, LLC - Wakefield MA
Kathleen Mealey - Sensible Money - Marblehead MA
Jennifer Morrell - Nevils Financial - Wakefield MA
Vera Kelsey-Watts, CFP® - Peace of Money - Newburyport MA
Thomas Wade - Devonshire Asset Management, Inc. - Stoneham MA
Christopher White - Modera Wealth Management, LLC - Boston MA
Barbara Nevils - Nevils Financial, LLC - Stuart FL, Wakefield MA
James Pinney - Pinney & Scofield, Inc. - Cambridge MA
Lea Ann Knight - Garrison Knight Financial Planning LLC - Waltham MA, Bedford MA
Kevin Sweeney - Modera Wealth Management, LLC - Boston MA
William Baldwin - Pillar Financial Advisors, Inc. - Waltham MA
Dana Levit - Paragon Financial Advisors - Newton MA
George Padula - Modera Wealth Management, LLC - Boston MA
Gregory Fenton, CFP®, BS - Cambridge Cape Cod Advisors - Sandwich MA
Phuong Luong, CFP® - Just Wealth, LLC - Cambridge MA
Jeanne Bernardin, CFP® - Meridian Financial Advisors - Holliston MA
Timothy Brennan - Ariadne Wealth Advisors - Pembroke MA
Susan Miller - Aurora Financial Advisors LLC - Wellesley MA
Wayne Morrill, CFP® - Morrill Financial Services - Scituate MA
Robert Hurley - Stoddard Management Co. - Rockland MA
Jessie Foster, CFP®, MBA, CDFA ® - Colman Knight Advisory Group LLC - Carlisle MA
Ira Rapaport - New England Private Wealth Advisors, LLC - Wellesley MA
Alan Dossett, CFP® - Waypoint Financial Planning LLC - Southborough MA, Westborough MA
Lynne Nahigyan, CFP® - Seamark Financial Services, Inc. - Mattapoisett MA
Laurie Burkhardt, CFP®, MBA - Modera Wealth Management, LLC - Boston MA
Christiane Delessert - Delessert Financial Services, Inc. - Waltham MA
Nola Kulig - Garrett Investment Advisors - Longmeadow MA
Beverly Chapman - Values: Financial Counseling & Education - Newton MA
Susan Brown, CFA, CFP (R) - Sound View Financial Advisors, LLC - Walpole MA
Kimberley Feeney Zollo, CFP® - Essex Capital Management LLC - Lynnfield MA, Lynn MA
Sharon Rich - Womoney - Belmont MA
Cheryl Costa, CFP®, MBA - Woodside Wealth Management - Framinham MA
Jane King - Fairfield Financial Advisors Ltd. - Wellesley MA
Bradley Clark - Clark Asset Management, LLC - Andover MA
John Goddard, CFP® - Pinney & Scofield, Inc. - Cambridge MA
Rand Spero, CFP®, MBA, Ed.M. - Street Smart Financial, LLC - Lexington MA
Dorothy Cole, CFP®, MBA, EdM - Dorothy J. Cole - Lexington MA, Merrimack NH
William Sylvia, CFP® - Oaktree Capital Partners - South Easton MA
Margaret McGillin - Journey Wealth Partners - Concord MA
David McPherson, CFP® - Four Ponds Financial Planning, LLC - Falmouth MA, Boston MA
Robert Lepson - Braver Wealth Management - Needham MA
Kathleen Dollard - Nashoba Financial Planning - Boxborough MA
Jeff Augustine - Argent Wealth Management - Weston MA
Rachel DeCarolis - Perennial Advisors Group - Westford MA
Quentara Costa, CFP® - POWWOW, LLC - North Andover MA
Charlo Maurer, BA, M.Ed., MS - Peace of Money - Watertown MA
Ken Hoyt - Hoyt Wealth Management - Westford MA
Janice Swenor - Langtree Associates - Harvard MA, Bennington VT, Westminster MA
Kristofor Behn, CFP® - Fieldstone Financial - Boston MA, Bethesda MD, Wilmington DE, Foxboro MA, Alexandria VA, Radnor PA
Eric Sneider, CFP®, CFA® - Bromfield Financial Advisory Group, Inc. - Cambridge MA