Fee-Only Financial Planners in Massachusetts

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 Massachusetts:

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

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

Chris Chen

CFP®, CDFA®

Insight Financial Strategists LLC

Newton, MA

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Expatriation (leaving the country to live), Post Divorce Financial Planning

Fee-Only financial planner in Boston, MA, serving the entire region and clients across the country

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

Fee-Only wealth manager located in Wellesley, MA, serving clients locally and across the country

I can work with clients anywhere!

Kelly Luethje

CFP®, MBA

Willow Planning Group

Boston, MA

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

Financial Planning for Life's Adventures.

Susan Danson

CFP®

New Shore Financial LLC

Wrentham, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance Needs Analysis

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

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

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

Leigh Bivings

CFP®, PhD, CDFA®

Artemis Financial Advisors

Boston, MA

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

Fee-Only Financial Advisor serving the Boston, MA area.

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.

Ken Hoyt

CFP®, EA

Hoyt Wealth Management

Westford, MA

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

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

Daniel Kopp

CFP®

Wise Stewardship Financial Planning, LLC

Woburn, MA

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

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

Lauren Locker

CFP®

Locker Financial Services, LLC

Framingham, MA

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

Fee-Only Financial Advisor with offices New Jersey and Massachusetts

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

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

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

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

Carroll Hayes

MBA, CFP®

Charles Carroll Financial Partners

Plymouth, MA

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

Fee-Only financial planner located in Massachusetts and Virginia, serving clients locally and across the country

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

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!

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

Megan Donnelly

CFP®, ChFC®, MBA, RICP®

Quabbin Advisors, LLC

Wilbraham, MA

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

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

John Kochevar

CFP®

Kochevar Financial Planning, LLC

Grafton, MA

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

Fee Only Financial Planner located in Grafton, MA and serving the greater Boston area and clients nationwide

Dina Megretskaia

CFP®, EA

Modera Wealth Management

Boston, MA

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

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

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

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.

Gregory Fenton

CFP®, BS

Cambridge Cape Cod Advisors

Sandwich, MA

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

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

I can work with clients anywhere!

Steve Stanganelli

CFP®, CRPC®, AEP®, CCFS®, 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.

Kathleen McQuiggan

Artemis Financial Advisors, LLC

Boston, MA

Specialties: Women & Wealth, Comprehensive Financial Planning, Sustainable Investing, Retirement Income Planning, Investment Management

Money and Power. Women need more of both. A financial planner specializing in working with successful women, located in Boston, MA, but serving clients virtually 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!

Eric Roberge

CFP®

Beyond Your Hammock

Boston, MA

Specialties: Comprehensive Financial Planning, Wealth & Investment Management, Holistic Life & Goal Planning, Financial Independence, Tax Planning

I provide fee-only, fiduciary advice, investment management, and financial planning in Boston to help my clients achieve financial clarity, make mindful and informed decisions, and use money as a tool to design a life they love now and in the future.

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

Patricia Konetzny

CFP® EA

The Practical Planner, LLC

Maynard, MA

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

Fee-Only Financial Planner in Groton, MA and Serving Clients Nationwide

Anthony Salotto

CFP®, EA

Delphinus Financial Advisors, LLC

Foxboro, MA

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

Fee-Only Financial Advisor serving the Foxboro and Boston, MA area

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

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.

Stephen Ahern

CFP®, CPA, PFS, AEP®, MST

Wealth Management Advisors, LLC

Tewksbury, MA

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

Fee-Only Financial Advisor With offices in Tewksbury and Boston, MA as well as Naples, FL. Serving Clients in New England, South Florida and the greater United States

Annie McQuilken

MS, CFP®

Forever Financial Advisors

Boston, MA

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

Fee-Only Financial Advisor specializing in intergenerational wealth

Jane Evelyn

CFP®

Beck Bode LLC

Dedham, MA

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

Fee Only Financial Planner Located in Dedham, MA and Kennebunkport, ME, and serving clients nationwide

Bradley Clark

CFP®, 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 $7,500 per year.

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.

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

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

David McPherson

CFP®

Four Ponds Financial Planning, LLC

Mashpee, MA

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

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

Mark Haser

MBA, CFP®

Artemis Financial Advisors

Boston, MA

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

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

Michelle Morris

CFP®, EA

BRIO Financial Planning

Quincy, MA

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

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

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

John Konetzny

CFP® EA

The Practical Planner, LLC

Groton, MA

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

Fee-Only Financial Planner in Groton, MA and Serving Clients Nationwide Virtually

Charles Johnson

CFP®

Resolute Financial, LLC

Newburyport, MA

Specialties: Retirement Income Planning, Tax Strategies, Roth Conversions, Preserving Capital

Fee-Only financial planner located in Newburyport, MA; and North Port, FL

Andi McNamara

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

James Pelletier

MBA

Wedmont Private Capital

Marlborough, MA

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

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

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.

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.

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.

Michael Morton

ChFC®

Morton Financial Advice

Harvard, MA

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

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.

William Simpson

CFP®, MBA

Resolute Financial, LLC

Lynnfield, MA

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

Fee Only Financial Planner Located in Portsmouth, NH and Serving Clients Nationwide

T.J. 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

Scheduling your first phone call and going through our free assessment will help you make an informed decision about hiring us. One flat transparent fee includes the management of all your investment accounts + ongoing financial and tax planning.

Lawrence Annello

CFP®, CPA/PFS

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

Kelsey Brennan

CFP®

Perennial Advisors Group

Westford, MA

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

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

I can work with clients anywhere!

John Cooney

MBA

Green and Gold Financial Planning, LLC

Middleboro, MA

Specialties: Financial Planning, Retirement Planning, Investment Advice, Business Planning, Estate Services, Education Planning

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

Jay Abolofia

PhD, CFP®

Lyon Financial Planning

Waltham, MA

Specialties: Comprehensive Planning, Hourly Planning, Data-Driven Approach

Comprehensive and Hourly Financial Planning. Personalized Retirement Planning. Working Virtually and Accepting New Clients.

Stephanie Griebel

CFP®

Resolute Financial

Lynnfield, MA

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

Fee-Only financial planner located in Portsmouth, NH, serving clients locally and across the country

Robert Ryan

JD, CFP®

Resolute Financial, LLC

Newburyport, MA

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

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

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

Tricia Rosen

CFP®, MBA, EA

Access Financial Planning, LLC

Andover, MA

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

Fee-Only financial planner located in Andover, MA, serving clients locally and across the country. Specializing in retirement income and distribution planning, investment management, tax planning, and equity compensation planning for women.

Maura Griffin

CFP®, MBA, CDFA®

Blue Spark Capital Advisors

Lenox, MA

Specialties: Retirement Income Planning, Investment Management, Comprehensive Financial Planning, We have a $1 million minimum account size.

Fee-Only Financial Planner serving women in New York City and the Berkshires

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

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

Marlon Wesh

Wesh Financial, LLC.

North Attleboro, MA

Lynne Nahigyan

Seamark Financial Services, Inc.

Mattapoisett, MA

Judi Roth

Roth Financial Planning LLC

Newton, MA

Dana Levit

CFP®

Paragon Financial Advisors

Newton, MA

John Spoto

CFP®, MBA

Sentry Financial Planning, LLC

Andover, MA

Michael Stern

Arlington Investment Advisors

Arlington, MA

Mitch Zides

CFA, CFP®

Constant Guidance Financial, LLC

North Attleboro, MA

Linda Gillespie

MBA

Real World Financial Planning, LLC

Chestnut Hill, MA

Eric Henderson

East Horizon Investments

Cambridge, MA

Kevin Nulton

JD, CFP®

Titanium Advisors, LLC

Franklin, MA

Christiane Delessert

Montis Financial

Waltham, MA

Thomas Dwyer

Resolute Financial, LLC

Newburyport, MA

Bradford Wright

Launch Financial Planning, LLC

Andover, MA

John R. Goddard

Pinney & Scofield, Inc.

Cambridge, MA

Peter Somich

Modera Wealth Management, LLC

Boston, MA

Christopher Andrysiak

Sensible Financial Planning and Management, LLC

Waltham, MA

Tricia Welsh

MBA, CFP®

Beck Bode, LLC

Dedham, MA

Robert Lepson

Adviser Investments

Newton, MA

Noreen Dillon

MBA

Aequitas Investment Advisors, LLC

Hingham, MA

Kerry O'Brien

CFP®

BeingFIT Financial

Walpole, MA

John Perkins

Jeffrey N. Mehler, CFP LLC

Leeds, MA

Christopher White

Modera Wealth Management, LLC

Boston, MA

Jill Hennessey

CFP®

Drumlin Financial Advisory

Harvard, MA

Greg Peterson

Adaptive Financial Solutions, Inc.

Cambridge, MA

Janice Swenor

Westminster, MA

Jeanne Sullivan

Financially In Tune, LLC

Wakefield, MA

Jeffrey Bograd

Fourth Quarter Retirement Strategies, LLC

Hopkinton, MA

Thomas McFarland

Darrow Wealth Management

Concord, MA

Janet Friedman

Abaris Financial Group LLC

Concord, MA

Richard Fine

Sensible Financial Planning and Management, LLC

Waltham, MA

Therese Nicklas

CFP®, Certified Money Coach(CMC)®

The Wealth Coach for Women Inc.

Rockland, MA

Susan Moore

CFP®

Moore Financial Advisors, Ltd.

Watertown, MA

Richard Davies

O'Brien Wealth Partners LLC

Boston, MA

Walter Herlihy

Beacon Financial Planning of Cape Cod, Inc.

South Easton, MA

Benjamin Beck

Beck Bode Wealth Management

Dedham, MA

Warner Henderson

ChFC®

Aequitas Investment Advisors, LLC

Hingham, MA

Debbie Levenson

CFP®, MBA

Levenson Wealth LLC

Newtonville, MA

Misty Lynch

Beck Bode, LLC

Dedham, MA

Kathleen Dollard

Nashoba Financial Planning

Harvard, MA

Nola Kulig

Garrett Investment Advisors, LLC

Longmeadow, MA

Victoria Consoles

CFP®

Modera Wealth Management, LLC

Boston, MA

Michael Kelly

Beck Bode, LLC

Dedham, MA

Vera Kelsey-Watts

CFP®

Peace of Money

Newburyport, MA

Stephen Gorman

Gorman Financial Management

Hingham, MA

George Paquin

Resolute Financial, LLC

Chelmsford, MA

Kate Scherlis

Elliott Scherlis Associates

Boston, MA

Benjamin Heikes

The Mather Group

East Walpole, MA

Ian Rea

CFP®, CFA

Slate Peak Financial Services, LLC

Medfield, MA

Michelle Fallon

MS, CFP®

Aequitas Investment Advisors, LLC

Hingham, MA

Matthew Berger

Crescent Lake Advisors, LLC

Southborough, MA

Jonathan Loer

CFP®

Renaissance Wealth Advisors

Auburndale, MA

Philip Lee

CFP®

Financially In Tune, LLC

Wakefield, MA

Laurie Burkhardt

Modera Wealth Management, LLC

Boston, MA

Philip Stockton

TechGen Financial

Walpole, MA

Jennifer Morrell

Nevils Financial, LLC

Wakefield, MA

Jonathan Ullman

Montis Financial

Waltham, MA

Laura Williams

Sensible Financial Planning and Management, LLC

Waltham, MA

Claudia Shilo

Ballentine Partners, LLC

Waltham, MA

David Linnard

CFP®, MBA

Linnard Financial Management and Planning, Inc.

Boxborough, MA

Ruzanna Queenan

Queenvest

Essex, MA

Robert Dossett

Waypoint Financial Planning LLC

Southborough, MA

Jeanne Bernardin

CFP®

Meridian Financial Advisors, LLC

Holliston, MA

Ellen Ginsberg

Harbor Asset Planning, Inc.

Belmont, MA

Wendy Marsden

CPA/PFS, CFP®

ProsperiTea Planning

Greenfield, MA

Quentara Costa

CFP®

POWWOW, LLC

North Andover, MA

Cheryl Costa

Woodside Wealth Management LLC

Framingham, MA

Susan Miller

Aurora Financial Advisors LLC

Wellesley, MA

Andrew Cayer

CFP®

Aevitas Wealth Management, Inc.

Wellesley, MA

Peter Godino

Boston, MA

Joshua Trubow

MSFP, CFP®

Sensible Financial Planning and Management, LLC

Waltham, MA

Marie St. Clare

Sensible Financial Planning and Management, LLC

Waltham, MA

Barbara Nevils

Nevils Financial, LLC

Wakefield, MA

Phuong Luong

Just Wealth, LLC

Cambridge, MA

Lawrence Preston

Preston Financial Services, Inc.

Auburndale, MA

Meghan Dwyer

Modera Wealth Management, LLC

Boston, MA

Sunil Harpalani

CPA

Holistic View Financial

Jamaica Plain, MA

George Padula

CFA, CFP®

Modera Wealth Management, LLC

Boston, MA

Susan Brown

Sound View Financial Advisors, LLC

Walpole, MA

Kate Smith

Elliott Smith Associates

Boston, MA

David Martula

CFP®, MBA

Fee-Only Financial Planning

Hadley, MA

David Roth

Newly Wealth LLC

Littleton, MA

Kathryn Lund

Mosaic Financial Advisors, LLC

Westford, MA

Christopher Dalto

Montis Financial

Waltham, MA

Rick Spillane

CPA, CFP®

Spillane Financial Planning, Inc.

North Reading, MA

Spencer Henderson

FPQP®

Aequitas Investment Advisors, LLC

Hingham, MA

Kathleen Mealey

Sensible Money, LLC

Marblehead, MA

Kimberley Feeney Zollo

Essex Capital Management LLC

Lynnfield, MA

Mary Konetzny

CFP®

Montis Financial

Waltham, MA

Richard Colman

Colman Knight Advisory Group LLC

Acton, MA

Michael Fechter

Clark Asset Management, LLC

Andover, MA

Eric Sneider

Bromfield Financial Advisory Group, Inc.

Cambridge, MA

Wayne Morrill

Morrill Financial Services

Scituate, MA

Gyb Spilsbury

Sensible Financial Planning and Management, LLC

Waltham, MA

Christopher Barrile

Arbor Hill Financial, LLC

Lunenburg, MA

James Bode

Beck Bode Wealth Management

Dedham, MA

Robert Siefert

Modera Wealth Management, LLC

Boston, MA

Edward Samp

Sensible Financial Planning and Management, LLC

Waltham, MA

Sharon Rich

Womoney

Belmont, MA

Tanya Vecchi

Resolute Financial, LLC

Newburyport, MA

Margaret McGillin

CFP®

Journey Wealth Partners

Concord, MA

Charles Luce

Sensible Financial Planning and Management, LLC

Waltham, MA

Susan Weiner

Investment Writing

West Newton, MA

Wendy Weiss

Weiss Financial Advisors, LLC

Cambridge, MA

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    Legally sworn and obligated to always place the interest of the client ahead of their own.

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