Christopher Annello
CFP®
SAGEbroadview Wealth Management, LLC
Partner & Wealth Manager
Christopher Annello
CFP®
SAGEbroadview Wealth Management, LLC
Partner & Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Christopher Annello, CFP®
Our goal is to be your financial mainstay as you navigate life’s transitions
Christopher Annello is a Burlington, MA fee-only financial planner with additional offices in Farmington, CT and Morristown, NJ. SAGEbroadview Wealth Management provides ongoing, integrated comprehensive financial planning, tax planning, and portfolio management. We help established professionals and young professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chris Annello is never paid a commission of any kind, and has a legal obligation to act in his client's best interests.
> Please note we do not currently offer hourly services or one-time plans.
Are you a seasoned professional working toward financial independence? Are you a young professional looking for a personalized financial roadmap? Are you somewhere in between? No matter where you fall on the work-life continuum, SAGEbroadview has the tools and expertise to help you achieve your financial goals.
As lead advisor and wealth manager overseeing our Burlington, Massachusetts office, Chris Annello is responsible for managing client relationships and advising on wealth management issues. His entrepreneurial spirit keeps the office hopping with fresh ideas, including expanding our Young Professionals Program, which provides personalized financial planning and investment management advice to help motivated professionals make well-informed decisions in the early stages of their careers.
Chris joined SAGEbroadview as an associate adviser in 2011 and achieved his CFP® credentials in 2014. In 2016, he became a wealth manager and broadened our ability to serve clients throughout the northeast by opening our Burlington, Massachusetts office. In 2019, Chris started the firm’s Young Professionals program, providing younger individuals with lifelong financial planning and portfolio management. He is also an integral part of SAGEbroadview’s Investment Committee.
Chris holds a bachelor’s degree in business administration from Bryant University. He is a member of the National Association of Personal Financial Advisors (NAPFA) and is active in NAPFA’s Genesis networking group for supporting professional growth and development among next- generation NAPFA advisors. He is also a member of the XY Planning Network (XYPN), the leading organization of fee-only financial advisors who specialize in helping members of Gen X and Gen Y.
Chris is a family man at heart. He and his wife Lindsay welcomed their daughter Avery Grace to the world in 2016, and son Landon in 2019; things have never been the same since.
Christopher Annello is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
OUR CULTURE
At SAGEbroadview Wealth Management, we believe in clarity. Clarity of purpose. Clarity of mind. Clarity of intent. To champion your financial interests accordingly, we vow to never stop…
1. Learning … Our services are grounded in more than a half-century of evidence-based inquiry into economic and market efficiency, with a sharp eye as well for newly applicable insights.
2. Educating … We consider it our duty and privilege to filter and translate the glut of available information into effective knowledge you can use to make the most of your own investment activities.
3. Caring … Actions speak loudest, so we have built a client-centric focus into the fiber of our business structure. Our transparent, Fee-Only compensation means we have no conflicting interests resulting from any third-party incentives; you, our client, are our sole source of income. We also operate as a Registered Investment Advisor firm, which legally obligates us to serve as your fiduciary advisor, with your highest financial interests as our top priority.
4. Simplifying … As business professionals and former corporate executives ourselves, we understand exactly how much time you have to dedicate to your optimal level of personal wealth management: close to none. Respectful of your busy schedule, our advice is lean and to the point, so you can make the most of each and every financial move you take.
5. Growing … As a successful professional, you know how to acquire wealth. In our growing relationship with you, we help you keep that wealth, and apply it to sustaining your ideal lifestyle over the long haul.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
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)
Ideal Clients
- > High-income earning Young Professionals
- > Established Professionals | Small business owners
- > Established Professionals | Executives & Middle Managers
- > Established Professionals | Medical, dental & legal professions
Working Together
- > Virtual or In-office Meetings
- > Complimentary Initial Consultation
- > Clearly Defined Fees (Combo of Flat Fee + AUM). More details on our website.
- > Please note we do not currently offer hourly services or one-time plans.
- > No Product Sales
Professional Designations & Affiliations
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Christopher Annello is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Christopher Annello is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Christopher Annello is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Christopher Annello
Office Locations:
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2 Burlington Woods Drive
Suite 100
Burlington, MA 01803 -
10 Waterside Drive
Suite 305
Farmington, CT 06032 -
60 Washington Street
Suite 102
Morristown, NJ 07960
