Fee-Only Financial Advisors in Massachusetts

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 Massachusetts 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 Massachusetts Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

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

Our goal is to be your financial mainstay as you navigate life’s transitions

I can work with clients anywhere!

Peggy McGillin

CFP®

Journey Wealth Partners

Concord, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Equity Compensation, Stock Options

Fee-Only financial planner located in Concord, MA, serving clients locally and across the country

I can work with clients anywhere!

Jennifer Lane

CFP®

Compass Planning Associates

Wellesley Hills, MA

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

Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional working with you remotely and from our offices in Wellesley, Mass.

I can work with clients anywhere!

Teo Ferreira

CFP®, CRPC®

Wingate Wealth Advisors, Inc.

Lexington, MA

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

Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country

I can work with clients anywhere!

Lauren Locker

CFP®

Locker Financial Services, LLC

Framingham, MA

Fee-Only Financial Advisor with offices New Jersey and Massachusetts

I can work with clients anywhere!

Matthew Costa

CFP®

Woodside Wealth Management

Framingham, MA

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

Fee-Only financial planner located in Framingham, MA, serving clients locally and across the country

I can work with clients anywhere!

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.

I can work with clients anywhere!

Jonathan Harrington

CFP®, MSFP, MST

Milestone Financial Planning

Westford, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College Planning

Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.

I can work with clients anywhere!

Peter Canniff

CFP®

Advanced Portfolio Design, LLC

Westford, MA

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

Fee-Only Financial Advisor located in Westford, MA and serving the entire region and clients across the country.

I can work with clients anywhere!

Steven Rogé

MBA, CFP®, AIF®

R.W. Rogé & Company, Inc.

Beverly, MA

Specialties: Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Estate Planning, Education Planning and Funding, Risk Management, Budgeting Income, Expenses and Savings, 401(k) Rollovers, Tax Planning, Legacy Planning

Helping clients Plan, Achieve, and Live® the life they want since 1986.

I can work with clients anywhere!

Steve Jacobsmeier

CFP®, ChFC®, CLU®

Milestone Financial Planning

Westford, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College Planning

Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.

I can work with clients anywhere!

Bradley Clark

CFP®, RICP®, MBA

Clark Asset Management, LLC

Andover, MA

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

We offer our bundle of investment management & financial planning for a simple fixed flat fee of $9,500 per year.

I can work with clients anywhere!

William Corcoran

EP Wealth Advisors

Westwood, MA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Kathryn Wiggins

Milestone Financial Planning

Westford, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College Planning

Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.

I can work with clients anywhere!

Ira Rapaport

MST, CPA/PFS, CFP®, CIMA®, AIF®

New England Private Wealth Advisors, LLC

Wellesley, MA

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

NEPWA provides highly customized and integrated investment advisory/wealth planning services, while striving to deliver exceptional client care.

I can work with clients anywhere!

Brad Wright

CFP®

Launch Financial Planning, LLC

Andover, MA

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

Fee-Only financial planner located in Andover, MA, serving clients locally and across the country

I can work with clients anywhere!

Tricia Rosen

CFP®, MBA, EA

Access Financial Planning, LLC

Newburyport, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Equity Compensation Planning

Fee-Only and fiduciary adviser located in Newburyport, MA serving clients locally and across the country. Specialized focus on tax-efficient retirement planning and low-cost investment management services to generate income needed in retirement.

I can work with clients anywhere!

Christopher Lazzaro

ChFC®

Plan For It Financial, LLC

Swampscott, 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.

I can work with clients anywhere!

Kyle Labelle

CFP®

Milestone Financial Planning

Westford, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College Planning

Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.

I can work with clients anywhere!

Kathryn Lund

CPA, CFP®, MSFP, MST, MBA

Milestone Financial Planning

Westford, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College Planning

Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our Massachusetts and New Hampshire offices, meeting online and in person.

I can work with clients anywhere!

David McPherson

CFP®

Four Ponds Financial Planning, LLC

Mashpee, 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

I can work with clients anywhere!

John Slupski

CFP®

Wingate Wealth Advisors, Inc.

Lexington, MA

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

Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country

I can work with clients anywhere!

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

I can work with clients anywhere!

Rand Spero

CFP®, MBA, Ed.M.

Street Smart Financial, LLC

Lexington, MA

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

Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country

I can work with clients anywhere!

Jeffrey Meenes

CFP®

Meenes Wealth Partners

Shrewsbury, MA

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

Fee-Only financial planner located in Shrewsbury, MA, serving clients locally and across the country

I can work with clients anywhere!

Glenn Brown

CFP®, CRPC®, MBA

PlanDynamic

Framingham, MA

Specialties: Financial Independence, Comprehensive Financial Planning, Investment Management, Retirement & Income Planning, Tax Planning, Multi-Generational Planning, Elder Care Planning, College Education Planning, Growing Passive Income, Insurance & Risk Management, Cash Flows & Budgeting, Debt Management

Fee-Only Certified Financial Planner™, Chartered Retirement Planning Counselor and Investment Manager located in Framingham, MA, serving clients locally and across the country.

I can work with clients anywhere!

Patrick Donovan

CFP®

EP Wealth Advisors

Westwood, MA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Kelsey Brennan

CFP®

Perennial Advisors Group

Westford, MA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, Pension & Social Security Planning, Stock Options

Fee-Only financial planner located in Westford, MA, serving clients locally and across the country

I can work with clients anywhere!

Joe Calvetti

CPA

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.

I can work with clients anywhere!

Michael Finn

CFP®, ChFC®

Journey Wealth Partners

Concord, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Enter a new Specialty here, Enter a new Specialty here

Fee-Only financial planner located in Concord, MA, serving clients locally and across the country

I can work with clients anywhere!

Thomas Dwyer

CFP®, EA

EP Wealth Advisors

Newburyport, MA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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

Morton Financial Advice offers hourly, fee-only planning and wealth management services. We work ongoing with our clients to implement their plans, continually educate and support their financial success.

I can work with clients anywhere!

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

I can work with clients anywhere!

Gary Pomerantz

CFP®

Wingate Wealth Advisors, Inc.

Lexington, MA

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

Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country

I can work with clients anywhere!

Eric Scruggs

CFP®, EA

Hark Financial Planning, LLC

Stoneham, MA

Specialties: Crafting a Statement of Financial Purpose, Education Planning, Employee Benefits Analysis, Insurance Review and Planning, Financial Independence Planning, Student Loan Review and Planning, Cashflow Management, Tax Planning and Preparation, Investment Management, Estate Plan Review, Business Planning

I focus on partnering with attorneys and their families who are trying to find the balance between saving for the future and enjoying life today. Located in Stoneham, MA, serving clients across the country.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Jeremy Bohne

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

Fee-Only financial planner located in Boston, MA, serving clients locally and across the country

I can work with clients anywhere!

Chris Chen

CFP®, CDFA®

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Jean Fullerton

CFP®

Milestone Financial Planning

Westford, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College Planning

Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.

I can work with clients anywhere!

Stephen Ahern

CFP®, CPA/PFS, AEP®, MST

Sachetta

Lynnfield, MA

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

Fee-Only Financial Advisor Based in Lynnfield, MA Serving Clients Locally and Across the Country

I can work with clients anywhere!

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.

I can work with clients anywhere!

Jeffrey B. Augustine

CFA®, CFP®

Augustine Financial Solutions LLC

Needham, MA

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

Fee-Only financial planner located in Needham, MA, serving clients locally and across the country

I can work with clients anywhere!

Daniel Koppel

MSFS, CFP®

Milestone Financial Planning

Westford, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College Planning

Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.

I can work with clients anywhere!

Matt Lasker

CFP®, CMFC®

Wingate Wealth Advisors, Inc.

Lexington, MA

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

Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country

I can work with clients anywhere!

Kevin Arruda

CFA®, CFP®, CKA®

Cornerstone Financial Management LLC

Burlington, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Charitable Giving, Estate Planning, Risk Management, Cash Flow Management, Tax Planning

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.

I can work with clients anywhere!

Rick Miller

CFP®, PhD

Sensible Financial Planning

Waltham, MA

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

Fee-Only financial planner located in Waltham, MA, serving clients locally and across the country

I can work with clients anywhere!

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

I can work with clients anywhere!

Timothy Nash

CFP®, CFA®, CAIA®

Aequitas Investment Advisors, LLC

Hingham, MA

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

Fee-Only financial planner located in Hingham, MA, serving clients locally and across the country

I can work with clients anywhere!

Saurin Makim

Baystate Wealth Advisors LLC

Newton, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax & Estate Planning, Equity Compensation

Fee-only Boston Financial Advisor, serving clients locally and across the country

I can work with clients anywhere!

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

I can work with clients anywhere!

Scott Baughman

EP Wealth Advisors

Norwood, MA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Michael Gross

CFP®, CPA, MST

Rising Tides Financial, LLC

Needham, MA

Specialties: Comprehensive Financial Planning, Real Estate / Financing, Retirement Planning, Tax Planning, Investment Management

As a financial planner and a CPA, I will help you achieve your life goals and to secure your financial future with a focus on minimizing your income taxes.

I can work with clients anywhere!

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

My focus is on serving professionals, primarily in their thirties and forties, who receive equity as a portion of their compensation and are seeking to maximize their income to plan for financial flexibility and independence.

I can work with clients anywhere!

Avery Dwyer

CFP®

EP Wealth Advisors

Newburyport, MA

Specialties: Holistic Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Investment Management, Charitable Giving, Business Planning, Employee Benefits, Insurance Planning, Special Needs Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Susan Danson

CFP®

New Shore Financial LLC

Wrentham, 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.

I can work with clients anywhere!

Jennifer Climo

CFP®, CPA, MSFP

Milestone Financial Planning

Westford, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College Planning

Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.

I can work with clients anywhere!

Andrew Chan

CFP®, CIMA®

Locker Financial Services

Framingham, 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

I can work with clients anywhere!

Brian Mulvey

EP Wealth Advisors

Westwood, MA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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

I can work with clients anywhere!

Jay Abolofia

PhD, CFP®

Lyon Financial Planning

Waltham, MA

Specialties: Comprehensive Planning, Advice-Only, Economics-Based Approach, Hourly Planning

Advice-Only Comprehensive & Hourly Financial Planning for a Flat Fee. Working Virtually and Accepting New Clients.

I can work with clients anywhere!

Christopher Steward

CFA, CFP®, RICP®, MA (Cantab)

Impact Advisors Group

Duxbury, 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

I can work with clients anywhere!

Quentara Costa

CFP®

POWWOW, LLC

North Andover, MA

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

Fee-Only financial planner working with the "sandwich generation" on family and elder care matters.

I can work with clients anywhere!

Kerry O'Brien

CFP®, EA

BeingFIT Financial, LLC

Walpole, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Estate Planning, Employee Benefits Review, Insurance Review and Planning, Tax Strategies and Planning

Fee-Only financial planner located in Walpole, MA, serving clients locally and across the country

I can work with clients anywhere!

Jeffrey White

CFP®, CFA®, CLU®, ChFC®, CFS, RHU®

Wingate Wealth Advisors, Inc.

Lexington, MA

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

Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country

I can work with clients anywhere!

Brett Spencer

CFP®, CEPA, GFP (USA)

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

I can work with clients anywhere!

Cheryl Costa

MBA, CFP®

Woodside Wealth Management LLC

Framingham, MA

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

Fee-Only financial planner located in Framingham, MA, serving clients locally and across the country

I can work with clients anywhere!

Ken Hoyt

CFP®, EA

Hoyt Wealth Management

Westford, MA

Specialties: Comprehensive Financial Planning, Tax- Efficient Investment Planning, Retirement Income Planning, Equity Compensation Optimization, College Education Planning

Fee-only financial advice for clients in Westford, MA and nationwide

I can work with clients anywhere!

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.

I can work with clients anywhere!

Maureen Demers

CFP®

Demers Financial Planning

North Andover, MA

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

Fee-Only financial planner located in North Andover, MA, serving clients locally and across the country

I can work with clients anywhere!

Nicholas Stevens

CFP®

Evergreen Retirement Planning

Boston, MA

Specialties: Comprehensive Financial Planning, Cash Flow Anaylsis, Retirement Income Planning, Estate Planning, Investment Management, Social Security Analysis, Benefits Review

Fee-Only financial planner located in Boston, MA, serving clients in Boston and surrounding suburbs with office locations in Burlington, Arlington, Cambridge and Needham.

I can work with clients anywhere!

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

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.

I can work with clients anywhere!

William Simpson

MBA, CFP®

EP Wealth Advisors

Lynnfield, MA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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

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.

I can work with clients anywhere!

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Georgia Bruggeman

CFP®, MBA

Meridian Financial Advisors

Holliston, MA

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

Fee Only Financial Planner Serving the Boston, MA Metro Area and Cape Cod, MA.

I can work with clients anywhere!

Charles Johnson

MBA, CFP®

EP Wealth Advisors

Newburyport, MA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Dan Pinheiro

CFA, CFP®, CPWA®, CAIA®

South Coast Planning & Wealth Management LLC

Fall River, MA

Specialties: Comprehensive Financial Planning, Investment Management, Risk Management, Retirement Planning, Estate Planning, Cash Flow & Budgeting

Fee-Only financial planner located in Fall River, MA, serving clients locally and across the country—whether you’re in or near retirement, just setting out on your own, or building your career, we’ll create a plan that provides clarity and confidence

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CFP®, APMA®

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James Pelletier

MBA

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David Martula

CFP®, MBA

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Jill Hennessey

CFP®

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Mitch Zides

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Ashley Rittershaus

CFP®

Curious Crow Financial Planning

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Therese Nicklas

CFP®, Certified Money Coach(CMC)®

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Sunil Harpalani

CPA

Holistic View Financial

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Edward Smith

CFP®, MBA

Valor Wealth Partners

Boston, MA

John Konetzny

CFP® EA

The Practical Planner, LLC

Groton, MA

Debbie Levenson

CFP®, MBA

Levenson Wealth LLC

Newtonville, MA

Silvia Manent

CFA®, CFP®

Manent Capital

CONCORD, MA

Richard Colman

JD

Colman Knight Advisory Group LLC

Acton, MA

Gregory Fenton

CFP®, BS

Cambridge Cape Cod Advisors

Sandwich, MA

Misty Lynch

CFP®

Sound View Financial Advisors, LLC

Walpole, MA

Matthew Hodges

CFP®, CFA®

Dreamfield Planning Group, LLC

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Kathleen McQuiggan

Artemis Financial Advisors, LLC

Boston, MA

Knight Colman

CFP®

Colman Knight Advisory Group

Acton, MA

Jane Evelyn

CFP®

Beck Bode LLC

Dedham, MA

Kevin Nulton

JD, CFP®

Titanium Advisors, LLC

Franklin, MA

Patricia Konetzny

CFP® EA

The Practical Planner, LLC

Maynard, MA

Gayle Colman

CFP® Practitioner, Certified Integral Coach

Colman Knight Advisory Group LLC

Acton, MA

Susan Moore

CFP®

Moore Financial Advisors, Ltd.

Watertown, MA

Michelle Morris

CFP®, EA

BRIO Financial Planning

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Philip Lee

CFP®

Financially In Tune, LLC

Wakefield, MA

Wendy Marsden

CPA/PFS, CFP®

ProsperiTea Planning

Greenfield, MA

Linda Gillespie

MBA

Real World Financial Planning, LLC

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John Spoto

CFP®, MBA

Sentry Financial Planning, LLC

Andover, MA

Tricia Welsh

CFP®

Fox Hill Wealth Management

Dedham, MA

Justin Green

CFP®, MSPFP

Assist FP

Marlborough, MA

David Linnard

CFP®, MBA

Linnard Financial Management and Planning, Inc.

Boxborough, MA

Phuong Luong

Just Wealth, LLC

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John Cooney

MBA

Green and Gold Financial Planning, LLC

Middleboro, MA

Joshua Trubow

MSFP, CFP®

Sensible Financial Planning and Management, LLC

Waltham, MA

Rick Spillane

CPA, CFP®

Spillane Financial Planning, Inc.

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Jonathan Loer

CFP®

Renaissance Wealth Advisors

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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.


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