Fee-Only Financial Planners in Burlington, MA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Burlington, MA:

Sheri Cupo

CFP®

SAGEbroadview Wealth Management, LLC

Burlington, MA

Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning), > We also offer solutions designed specifically for Young Professionals in the early stages of their careers

Sheri Cupo is not working with new clients at this time. Our other advisors are available to assist with your wealth management needs.

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

Are you looking for help in managing your employee stock compensation? I help equity compensated employees optimize taxes, diversify concentrated company stock positions, and plan for financial independence.

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    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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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