Fee-Only Financial Planners in Concord, 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 Concord, MA:

Peggy McGillin

CFP®

Journey Wealth Partners

Concord, 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

Lee McGowan

CFA®, CFP®

Monument Group Wealth Advisors, LLC

Concord, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Our Fee-Only team of CFP® practitioners, estate planning attorneys and tax preparers is based in Concord, MA and serves clients locally and across the country through our “Master Planning” service.

Janet Friedman

Abaris Financial Group LLC

Concord, MA

Thomas McFarland

Darrow Wealth Management

Concord, MA

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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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