What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Boston, MA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Boston, MA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Peggy McGillin
CFP®
Journey Wealth Partners
Nantucket, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Equity Compensation, Stock Options
Fee-Only financial planner located in Concord, MA, serving clients locally and across the country
Michael Solari
CFP®
Solari Financial Planning, LLC
Boston, MA
Specialties: Investment Management, Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, College Education Planning
Fee-Only Financial Planner With Offices in Bedford NH, Nashua NH, and Boston MA
Vincent Renaut
CFP®
Pier 42 Advisors
South Dennis, MA
Specialties: High Net Worth Strategies, Legacy Planning Retirement Income Strategies, Comprehensive Financial Planning, Cash Flow Planning, Tax Minimization Strategies, Investment Management, Estate Planning, Small Business Planning
Fee-Only financial planner located in South Dennis, MA, serving clients locally and across the country
Jake Shuman
EP Wealth Advisors
Norwood, MA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Steve Stanganelli
CFP®, CRPC®, AEP®, CCFC®
Clear View Wealth Advisors, LLC & Boston Tax Planners
Amesbury, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Divorce Planning
Fee-Only Financial Planner and Tax Advisor serving Millennials, Baby Boomers, and Retirees from Greater Boston to Southern New Hampshire and the Seacoast from Offices in Amesbury, Burlington, Newburyport and Wilmington.
Annie McQuilken
MS, CFP®, CFT-I®™
Forever Financial Advisors, LLC
Boston, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor specializing in intergenerational wealth
TJ van Gerven
CFP®
Modern Wealth Builders, LLC
Woburn, MA
Specialties: Ongoing Financial Planning & Wealth Management, Evidence Based Investment Management, Life Goal Planning, New Couple Financial Coaching, Leveraging Financial Technology
My focus is on serving professionals, primarily in their thirties and forties, who receive equity as a portion of their compensation and are seeking to maximize their income to plan for financial flexibility and independence.
Susan Danson
CFP®
New Shore Financial LLC
Needham, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance Needs Analysis, Accountability and Follow Through
Fee Only advisor located in Wrentham MA, serving professional women in the greater Boston MA and Providence RI areas and virtually throughout the United States.
Robert Bartley
CPA, CFP®
Bartley Financial Advisors
Andover, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Andover, MA and Bedford, NH, serving clients locally and across the country. Please visit our website www.bartleyfinancial.com for more information.
Michael Gross
CFP®, CPA, MST
Rising Tides Financial, LLC
Needham, MA
Specialties: Comprehensive Financial Planning, Real Estate / Financing, Retirement Planning, Tax Planning, Investment Management
As a financial planner and a CPA, I will help you achieve your life goals and to secure your financial future with a focus on minimizing your income taxes.
Thomas Fisher
CFP®
Fisher Financial Strategies
Cambridge, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, College Education Planning, Tax Planning, Hourly Financial Planning Services, Investment Advice without Ongoing Management
Fee-Only Financial Advisor serving Cambridge and Boston, MA
Jeremy Bohne
MBA
Paceline Wealth Management
Boston, MA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Employer Stock Options (ISO, NSO), Restricted Stock, and RSU - IPO, M&A, and Job Offer Negotiation, College Education Planning, Homebuying
Fee-Only financial planner located in Boston, MA, serving clients locally and across the country
Glenn Brown
CFP®, CRPC®, MBA
PlanDynamic
Framingham, MA
Specialties: Financial Independence, Comprehensive Financial Planning, Investment Management, Retirement & Income Planning, Tax Planning, Multi-Generational Planning, Elder Care Planning, College Education Planning, Growing Passive Income, Insurance & Risk Management, Cash Flows & Budgeting, Debt Management
Fee-Only Certified Financial Planner™, Chartered Retirement Planning Counselor and Investment Manager located in Framingham, MA, serving clients locally and across the country.
Andrew Chan
CFP®, CIMA®
Locker Financial Services
Framingham, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Framingham, MA and Little Falls, NJ and Serving Clients Nationwide
Kevin Arruda
CFA®, CFP®, CKA®
Cornerstone Financial Management LLC
Burlington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Charitable Giving, Estate Planning, Risk Management, Cash Flow Management, Tax Planning
As you journey through life, financial decisions become more complex, and hard to navigate alone. We partner with you to create a financial plan and investment strategy that gives you clarity, confidence, and financial peace.
Brian Mulvey
EP Wealth Advisors
Westwood, MA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Bradley Clark
CFP®, RICP®, MBA
Clark Asset Management, LLC
Waltham, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We offer our bundle of investment management & financial planning for a simple fixed flat fee of $9,500 per year.
Brett Spencer
CFP®, CEPA, GFP (USA)
Impact Financial LLC
Boston, MA
Specialties: Comprehensive Financial Planning, Business Ownership Planning, Impact Investing/ESG/SRI, Cross Boarder/Ex Pat Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country
David McPherson
CFP®
Four Ponds Financial Planning, LLC
Boston, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Sustainable Investing, Financial Checkups, College Education Planning, Tax Planning
Fee-Only financial planner with offices in Boston and Mashpee, MA, serving clients locally and across the country
Chris Chen
CFP®, CDFA®
Insight Financial Strategists LLC
Newton, MA
Specialties: Retirement Income Planning, Tax Planning, Post Divorce Financial Planning, Investment Management, Legacy Planning, Expatriation (leaving the country to live)
Fee-Only financial planner in Boston, MA, serving the entire region and clients across the country
Saurin Makim
Baystate Wealth Advisors LLC
Newton, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax & Estate Planning, Equity Compensation
Fee-only Boston Financial Advisor, serving clients locally and across the country
Georgia Bruggeman
CFP®, MBA
Meridian Financial Advisors
N. Eastham, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Serving the Boston, MA Metro Area and Cape Cod, MA.
Jay Abolofia
PhD, CFP®
Lyon Financial Planning
Waltham, MA
Specialties: Comprehensive Planning, Advice-Only, Economics-Based Approach, Hourly Planning
Advice-Only Comprehensive & Hourly Financial Planning for a Flat Fee. Working Virtually and Accepting New Clients.
Eric Roberge
CFP®
Beyond Your Hammock
Boston, MA
Specialties: Comprehensive Financial Planning, Wealth & Investment Management, Equity Compensation Strategy, Holistic Life & Goal Planning, Financial Independence, Tax Planning
Beyond Your Hammock is an innovative, independent wealth management firm providing fee-only financial planning advice and investment management to motivated, self-made professionals in their 30s and 40s.
Shaun Erickson
CFP®
Single Point Partners
Boston, MA
Specialties: Comprehensive Financial Planning, Tax Planning, Financial Life Organization, Accountability Partner, Investment Management
Single Point provides project management for your financial life.
William Sylvia Jr.
CFP®
Great Oak Capital Partners
South Easton, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide fiduciary, fee-only wealth management rooted in transparency, logic, and independence. With offices located in South Eastern Massachusetts and South Eastern Florida, we serve clients locally and across the country.
Patrick Donovan
CFP®
EP Wealth Advisors
Westwood, MA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Nicholas Stevens
CFP®
Evergreen Retirement Planning
Boston, MA
Specialties: Comprehensive Financial Planning, Cash Flow Anaylsis, Retirement Income Planning, Estate Planning, Investment Management, Social Security Analysis, Benefits Review
Fee-Only financial planner located in Boston, MA, serving clients in Boston and surrounding suburbs with office locations in Burlington, Arlington, Cambridge and Needham.
William Corcoran
EP Wealth Advisors
Westwood, MA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Michael Morton
CFP®, RLP®, ChFC®
Morton Financial Advice
Harvard, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Budgeting, Debt Management, and Emergency Fund Review, Investment Management, College Education Planning, Tax Planning and Management, Estate Planning, Insurance Analysis
Morton Financial Advice offers hourly, fee-only planning and wealth management services. We work ongoing with our clients to implement their plans, continually educate and support their financial success.
Anthony Salotto
CFP®, EA
Delphinus Financial Advisors, LLC
Mansfield, MA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning and Preparation, College Education Planning
Fee-Only Financial Advisor serving the Mansfield, Foxboro, and Greater Boston, MA area
Joe Calvetti
CPA
Still River Financial Planning
Ayer, MA
Specialties: Comprehensive Financial Planning, College Education Planning, Tax Planning, Prioritizing Financial Goals, Retirement Planning
Fee-only financial planning for young families and professionals. Located in the Boston, MA area and serving clients locally and across the country.
Christopher Lazzaro
ChFC®
Plan For It Financial, LLC
Swampscott, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Insurance Analysis, Cash Flow and Debt Management, Retirement Planning, Charitable Giving
Advice-Only financial planner located in Boston, MA, serving clients locally and across the country. Ongoing, project based, and hourly services are available.
Rick Miller
CFP®, PhD
Sensible Financial Planning
Waltham, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Waltham, MA, serving clients locally and across the country
Kelly Luethje
CFP®, MBA
Willow Planning Group, LLC
Boston, MA
Specialties: Comprehensive Financial Planning, Setting personalized financial goals, Cash-flow based, Stock options and equity compensation, Merging finances with partner
Financial Planning for Life's Adventures.
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
