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
David McPherson
CFP®
Four Ponds Financial Planning, LLC
Boston, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner with offices in Boston and Mashpee, MA, serving clients locally and across the country
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.
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.
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
Mark Haser
MBA, CFP®
Artemis Financial Advisors
Boston, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Needham, 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
Lynn Dunston
CFP®, EA, M.Div., Th.M.
Moneta
Boston, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Steve Stanganelli
CFP®, CRPC®, AEP®, CCFS®, 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.
Chris Chen
CFP®, CDFA®
Insight Financial Strategists LLC
Newton, MA
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Expatriation (leaving the country to live), Post Divorce Financial Planning
Fee-Only financial planner in Boston, MA, serving the entire region and clients across the country
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.
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
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
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
Matthew Hodges
CFP®, CFA®
Dreamfield Planning Group, LLC
Milton, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Empowering families to achieve their dreams through holistic financial planning.
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.
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
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
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
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
Comprehensive Financial Planning for a Flat Fee. Working Virtually and Accepting New Clients.
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
Wrentham, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance Needs Analysis
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.
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
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
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
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.
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.
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.
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
James Pelletier
MBA
Wedmont Private Capital
Marlborough, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Marlborough, 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.
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.
Leigh Bivings
CFP®, PhD, CDFA®
Artemis Financial Advisors
Boston, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving the Boston, MA area.
Carroll Hayes
MBA, CFP®
Charles Carroll Financial Partners
Plymouth, MA
Specialties: Retirement Income Planning, Comprehensive Financial Planning, Investment Management, Tax Planning, College Education Planning
Fee-Only financial planner located in Massachusetts and Virginia, serving clients locally and across the country
Peggy McGillin
CFP®
Journey Wealth Partners
Nantucket, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Concord, MA, serving clients locally and across the country
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)
