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 Burlington, 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 Burlington, MA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Lawrence Annello
CFP®, CPA/PFS, RLP®
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
Larry Annello is not personally accepting new clients at this time - but our team is!
Christopher Annello
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, > We also offer solutions designed specifically for Young Professionals in the early stages of their careers, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning)
Our goal is to be your financial mainstay as you navigate life’s transitions
Steve Stanganelli
CFP®, CRPC®™®, AEP®, CCFC®
Clear View Wealth Advisors, LLC & Boston Tax Planners
Burlington, 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.
George Newfield
CFA, CFP®, CKA®, CAIA®
Cornerstone Financial Management
Burlington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Charitable Giving, Estate Planning, Risk Management, Cash Flow Management, Tax Planning
Cornerstone Financial Management is a fee-only fiduciary firm specializing in retirement and investment planning. 50+ years of combined experience and top industry credentials. Offices located in Massachusetts and Rhode Island.
J. David Principe
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
Our goal is to be your financial mainstay as you navigate life’s transitions
Jared Hoole
CFP®, MST
Lakeside Financial Planning
Burlington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planning in Windham, New Hampshire and Burlington, Massachusetts
Brendan O'Rourke
CFP®, EA
Greenway Financial Advisors LLC
Burlington, MA
Specialties: Investment Advisory and Portfolio Management, Family Office Services, Comprehensive Financial Planning, Tax Strategy, Retirement Planning, Risk Management
Helping families develop tax-efficient strategies and manage wealth through retirement. Serving high net worth families with liquid assets between $2M and $10M.
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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)
