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
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.
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
John Paul Ramos
CFP®
EP Wealth Advisors
Norwood, MA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Glenn Brown
CFP®, CRPC®, MBA
PlanDynamic, LLC
Framingham, MA
Specialties: Financial Independence, Comprehensive Financial Planning, Investment Management, Retirement & Income Planning, Tax Planning, Multi-Generational Planning, College Education Planning, Insurance & Risk Management, Cash Flows & Budgeting, Debt Management
Glenn is a fee-only Certified Financial Planner™ helping motivated people take control of their planning and investing, so they can balance kids, aging parents and financial independence.
Christopher Lazzaro
ChFC®, RICP®
Plan For It Financial, LLC
Salem, 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.
George Padula
CFA®, CFP®
Modera Wealth Management
Boston, MA
Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning
Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.
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
Fee-only financial advisor for high-earning professionals and busy parents with increasingly complex finances. You want to feel confident in your financial future, but finding the time to make smart choices is a challenge. That's what I'm here for.
Jeanne Bernardin
CFP®
Modera Wealth Management
Boston, MA
Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning
Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.
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, CFP®
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.
Nicholas Stevens
CFP®
Evergreen Wealth Management
Boston, MA
Specialties: Comprehensive Financial Planning, Cash Flow Anaylsis, Retirement Income Planning, Estate Planning, Investment Management, Social Security Analysis, Benefits Review
Flat-fee fiduciary planner specializing in retirement income, Social Security, and tax strategy. Based in Boston, serving the surrounding suburbs and clients nationwide via virtual meetings.
Kevin Arruda
CFA®, CFP®, CKA®
Cornerstone Financial Management
Burlington, MA
Specialties: Retirement Income Planning, Cash Flow Management, Investment Management, Tax Planning, Estate Planning, Risk Management, Charitable Giving
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.
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, Tax Deferral and Reduction Strategies for Business Owners and Real Estate Investors, Estate Planning thru the Encore Estate Plan Network, Investment Guidance for DIY/Self-Directed Investors
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.
Victoria Tejeda
CFP®, EA
Modera Wealth Management
Boston, MA
Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning
Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.
Chris Chen
CFP®, CDFA®, RLP®
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
TJ van Gerven
CFP®
Memento Financial Planning
Boston, MA
Specialties: Ongoing Financial Planning & Wealth Management, Evidence Based Investment Management, Life Goal Planning, New Couple Financial Coaching, Leveraging Financial Technology
I help dual-income tech households turn equity compensation, growing cash flow, and competing priorities into a clear, intentional plan they can actually live by.
Joe Hanley
CFP®, EA, MBA
Nashoba Valley Wealth Management
Stow, MA
Specialties: Comprehensive Financial Planning, Retirement Income Strategy, Portfolio Management, Tax Optimization
CFP® since 2003, helping pre-retirees, retirees, and business owners turn savings into reliable, tax-smart retirement income through flat-fee planning and investment management.
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.
Mindy Neira
CFP®, ChSNC®
Modera Wealth Management
Boston, MA
Specialties: Comprehensive Financial Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Estate & Trust Planning, Tax Planning
Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.
Raymond Sicard
CFP®, CFA
Falcon Wealth Planning, Inc.
Boston, MA
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Falcon Wealth Planning: Tax-Centric Wealth Management Designed to Help You Keep More of What You Earn. We Build, Manage, and Protect Your Legacy Through Every Stage of Life.
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.
Bill Nugent
CFP®, EA
Convey Wealth Management
Boston, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, ESG Investing, Proactive Tax Strategy, Estate and Trust Planning, Risk Management & Insurance
Personalized tax-smart financial planning and wealth management by experienced and accessible advisors.
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.
Andrew Chan
CFP®, CIMA®
Locker Financial Services
Needham, 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
Samanda Morales
AFC®, CPFWC℠, CFEI®
WellFin360 LLC
Lynnfield, MA
Specialties: Getting Your Financial Life Organized, Comprehensive Financial Planning, Wealth Building Strategies, Investment Planning , Portfolio Management, Personal and business financial alignment
Fee-Only financial planner located in Lynnfield, 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.
David McPherson
CFP®
F.L.Putnam Investment Management Company
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
Jay Abolofia
PhD, CFP®
Lyon Financial Planning
Waltham, MA
Specialties: One-time Comprehensive Financial Plan, Ongoing Hourly Planning As Needed
Advice-only, economics-based comprehensive financial planning for a flat fee.
Rana Choubah
CFP®, MPAS™, CRPS™®
Meridian Financial Advisors
North Eastham, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
We are your partner in all aspects of your financial life. Meetings in-person in Holliston, MA (45 min from Boston) and Cape Cod. Virtual meetings to serve clients anywhere.
Joseph Boughan
CFP®
Parkmount Financial Partners
BOSTON, MA
Specialties: Comprehensive Fiduciary Financial Planning, Retirement Income Planning, Investment Guidance, Tax Efficiency Planning, Insurance & Risk Management
I became a financial planner because I am passionate about helping people plan for a even greater future. I am located in Scituate, MA, serving clients locally in the greater Boston area and Cape Cod and Rhode Island. Virtual meetings available.
Christopher "Cory" White
CFP®
Modera Wealth Management
Boston, MA
Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning
Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.
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.
Lauren Locker
CFP®
Locker Financial Services, LLC
Needham, MA
Fee-Only Financial Advisor with offices New Jersey and Massachusetts
Jeremy Bohne
CFP®, CEPA®, 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, Business Owner Exit Planning
Fee-Only financial planner located in Boston, MA, serving clients locally and across the country
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
Ashley Rittershaus
CFP®, TPCP®
Curious Crow Financial Planning
Boston, MA
Specialties: Comprehensive Financial Planning, Financial Freedom & Retirement Projections, Investment Strategies, Tax Planning, College Education Planning, Employee Benefits Optimization, Charitable Giving Strategy, Risk Management & Insurance
Hi, I'm Ashley! I am an advice-only financial planner who is passionate about helping people achieve the life they dream about and feel more confident managing their money in the process. Interested in financial freedom? Let's talk!
Kevin C. Feig
CFP®, CPA/PFS, CFT™, CFE, CFF®
Walk You To Wealth
Dover, MA
Specialties: Comprehensive Financial Planning, Financial Therapy, Financial Coaching and Education, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Rewrite Your Money Story. Build Real Wealth. Flat-fee financial therapist and fiduciary advisor serving clients virtually in MA, FL, and nationwide.
Brett Spencer
CFP®, CEPA, GFP
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
Christopher Steward
CFA, CFP®, RICP®, MA (Cantab)
Impact Advisors Group
Dedham, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Management, College Education Planning, Business Planning
Fee-Only financial planner For Your Business, For Your Family, For You... located in Duxbury, MA, serving clients locally and across the country
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
Dina Megretskaia
CFP®, EA, JD
Modera Wealth Management
Boston, MA
Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning
Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.
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
Red Holzbach
CFP®, MSc
Red Kennedy Financial
Littleton, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Located in Boston and serving clients across the United States, I provide comprehensive fee-only financial planning services to individuals, families, and small businesses.
Georgia Bruggeman
CFP®, MBA
Meridian Financial Advisors
North Eastham, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
We are your partner in all aspects of your financial life. Meetings in-person in Holliston, MA (45 min from Boston) and Cape Cod. Virtual meetings to serve clients anywhere.
Lee Generous
ChFC®, EA
Generous Wealth Management LLC
Marshfield, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Advice, Estate Planning
Fee-Only financial planner located in Marshfield, 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)
