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:

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

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

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!

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

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.

Jennifer Climo

CFP®, CPA, MSFP

Milestone Financial Planning, LLC

Westford, MA

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

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.

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.

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

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. Specialized focus on tax-efficient financial planning, investment management, and equity compensation planning for employees with stock options.

Matthew Hodges

CFP®, CFA®

Dreamfield Planning Group, LLC

Milton, MA

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

Empowering families to achieve their dreams through holistic financial planning.

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

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

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

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

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

Sheri Cupo is not working with new clients at this time. Our other advisors are available to assist with your wealth management needs.

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

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

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

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.

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

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

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

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.

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!

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.

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

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

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

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

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

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.

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

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

Avery Dwyer

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

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

Nick Prigitano

CFP®

Milestone Financial Planning, LLC

Westford, MA

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

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

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

Jonathan Harrington

CFP®, MSFP, MST

Milestone Financial Planning, LLC

Westford, MA

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

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

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

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

Are you looking for help in managing your employee stock compensation? I help equity compensated employees optimize taxes, diversify concentrated company stock positions, and plan for financial independence.

Richard Colman

JD

Colman Knight Advisory Group LLC

Acton, MA

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

Integral Wealth Planning is our multi-dimensional approach to financial planning. We help you optimize your inner and outer resources to create a financial plan that evolves with you as you grow. Fee-Only financial planner in MetroWest Boston, serving clients locally and across the country.

Gayle Colman

CFP® Practitioner, Certified Integral Coach

Colman Knight Advisory Group LLC

Acton, MA

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

Integral Wealth Planning is our multi-dimensional approach to financial planning. We help you optimize your inner and outer resources to create a financial plan that evolves with you as you grow.

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

Laura Higgins

CFP®, MBA

Approachable Financial Planning

Rockport, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Retirement Savings, Cash Flow Planning

I provide fee-only financial advice to help you to solve your most pressing issues, ensure that you are on track to achieve your goals, and offer advice to help you manage your investments

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.

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.

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

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

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

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.

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.

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

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

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

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.

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

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

Kathryn Lund

CPA, CFP®, MSFP, MST, MBA

Milestone Financial Planning

Westford, MA

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

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.

Jay Abolofia

PhD, CFP®

Lyon Financial Planning

Waltham, MA

Specialties: Comprehensive Planning, Advice-Only, Data-Driven Approach

Comprehensive Financial Planning for a Flat Fee. Working Virtually and Accepting New Clients.

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

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

Lynn Dunston

CFP®, EA, M.Div., Th.M.

Moneta

Boston, MA

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

Fee-Only financial planner located in Denver, CO, 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

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.

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

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 Needham, 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

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

Knight Colman

CFP®

Colman Knight Advisory Group

Acton, MA

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

Integral Wealth Planning is our multi-dimensional approach to financial planning. We help you optimize your inner and outer resources to create a financial plan that evolves with you as you grow. Fee-Only financial planner in MetroWest Boston, serving clients locally and across the country.

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

Maura Griffin

CFP®, MBA, CDFA®

Blue Spark Capital Advisors

Great Barrington, 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

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.

Jean Fullerton

CFP®

Milestone Financial Planning, LLC

Westford, MA

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

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.

Christopher Barrile

Arbor Hill Financial, LLC

Lunenburg, MA

Ellen Ginsberg

Harbor Asset Planning, Inc.

Belmont, MA

Tricia Welsh

MBA, CFP®

Beck Bode, LLC

Dedham, MA

Jennifer Morrell

Nevils Financial, LLC

Wakefield, MA

Greg Peterson

Adaptive Financial Solutions, Inc.

Cambridge, MA

Michael Fechter

Clark Asset Management, LLC

Andover, MA

Vera Kelsey-Watts

CFP®

Peace of Money

Newburyport, MA

Megan Donnelly

Quabbin Advisors, LLC

Amherst, MA

Susan Moore

CFP®

Moore Financial Advisors, Ltd.

Watertown, MA

Elise Stevenson

Clearvue Advisors

Milton, MA

Robert Siefert

Modera Wealth Management, LLC

Boston, MA

Christopher Dalto

Montis Financial

Waltham, MA

David Linnard

CFP®, MBA

Linnard Financial Management and Planning, Inc.

Boxborough, MA

Linda Gillespie

MBA

Real World Financial Planning, LLC

Chestnut Hill, MA

Marina Cekani

Sensible Financial Planning and Management, LLC

Waltham, MA

Jeanne Bernardin

CFP®

Meridian Financial Advisors, LLC

Holliston, MA

Kevin Nulton

JD, CFP®

Titanium Advisors, LLC

Franklin, MA

Janet Friedman

Abaris Financial Group LLC

Concord, MA

Jeanne Sullivan

Financially In Tune, LLC

Wakefield, MA

Laurie Burkhardt

Modera Wealth Management, LLC

Boston, MA

Sonja Murphy

Sensible Financial Planning and Management, LLC

Waltham, MA

Warner Henderson

ChFC®

Aequitas Investment Advisors, LLC

Hingham, MA

Brad Wright

CFP®

Launch Financial Planning, LLC

Andover, MA

John Cooney

MBA

Green and Gold Financial Planning, LLC

Middleboro, MA

Bowman Thayer

Modera Wealth Management, LLC

Boston, MA

Richard Fine

Sensible Financial Planning and Management, LLC

Waltham, MA

Stephen Gorman

Gorman Financial Management

Norwell, MA

Wendy Weiss

Weiss Financial Advisors, LLC

Cambridge, MA

Christopher White

Modera Wealth Management, LLC

Boston, MA

Christiane Delessert

Montis Financial

Waltham, MA

Barbara Nevils

Nevils Financial, LLC

Wakefield, MA

Kathleen Dollard

Nashoba Financial Planning

Harvard, MA

Matthew Berger

CPA, MBA

Crescent Lake Advisors, LLC

Southborough, MA

Jeffrey Bograd

Fourth Quarter Retirement Strategies, LLC

Hopkinton, MA

Justin Green

CFP®, MSPFP

Assist FP

Marlborough, MA

Susan Weiner

Investment Writing

West Newton, MA

Judi Roth

Roth Financial Planning LLC

Newton, MA

Susan Miller

The Colony Group

Wellesley, MA

Philip Lee

CFP®

Financially In Tune, LLC

Wakefield, MA

Ruzanna Queenan

Queenvest

Essex, MA

Debbie Levenson

CFP®, MBA

Levenson Wealth LLC

Newtonville, MA

Spencer Henderson

FPQP®

Aequitas Investment Advisors, LLC

Hingham, MA

Therese Nicklas

CFP®, Certified Money Coach(CMC)®

The Wealth Coach for Women Inc.

Rockland, MA

John R. Goddard

Pinney & Scofield, Inc.

Cambridge, MA

Kevin Arruda

CFA®, CFP®, CKA®

Cornerstone Financial Management LLC

Burlington, MA

Gyb Spilsbury

Sensible Financial Planning and Management, LLC

Waltham, MA

Nola Kulig

Garrett Investment Advisors, LLC

Longmeadow, MA

Thomas McFarland

Darrow Wealth Management

Concord, MA

James Bode

Beck Bode

Dedham, MA

Sunil Harpalani

CPA

Holistic View Financial

Jamaica Plain, MA

John Spoto

CFP®, MBA

Sentry Financial Planning, LLC

Andover, MA

Vincent Renaut

Cambridge Cape Cod Advisors

Sandwich, MA

Quentara Costa

CFP®

POWWOW, LLC

North Andover, MA

Phuong Luong

Just Wealth, LLC

Cambridge, MA

George Padula

CFA, CFP®

Modera Wealth Management, LLC

Boston, MA

John Konetzny

CFP® EA

The Practical Planner, LLC

Groton, MA

Jane Evelyn

CFP®

Beck Bode LLC

Dedham, MA

Christopher Andrysiak

Sensible Financial Planning and Management, LLC

Waltham, MA

Kimberley Feeney Zollo

Essex Capital Management LLC

Lynnfield, MA

Nicholas Rosa

Sensible Financial Planning and Management, LLC

Waltham, MA

Kerry O'Brien

CFP®

BeingFIT Financial

Walpole, MA

Silvia Manent

CFA®, CFP®

Manent Capital

CONCORD, MA

Eric Henderson

East Horizon Investments

Cambridge, MA

Kate Scherlis

Elliott Scherlis Associates

Boston, MA

Jonathan Loer

CFP®

Renaissance Wealth Advisors

Auburndale, MA

Wendy Marsden

CPA/PFS, CFP®

ProsperiTea Planning

Greenfield, MA

David Martula

CFP®, MBA

Fee-Only Financial Planning

Hadley, MA

Benjamin Beck

Beck Bode

Dedham, MA

Patricia Konetzny

CFP® EA

The Practical Planner, LLC

Maynard, MA

Joshua Trubow

MSFP, CFP®

Sensible Financial Planning and Management, LLC

Waltham, MA

Jill Hennessey

CFP®

Drumlin Financial Advisory

Harvard, MA

Michael Stern

Arlington Investment Advisors

Arlington, MA

Claudia Shilo

Ballentine Partners, LLC

Waltham, MA

Victoria Consoles

CFP®

Modera Wealth Management, LLC

Boston, MA

Peter Somich

Modera Wealth Management, LLC

Boston, MA

Michelle Fallon

MS, CFP®

Aequitas Investment Advisors, LLC

Hingham, MA

Richard Davies

O'Brien Wealth Partners LLC

Boston, MA

John Perkins

Jeffrey N. Mehler, CFP LLC

Leeds, MA

Kate Smith

Elliott Smith Associates

Boston, MA

Edward Samp

Sensible Financial Planning and Management, LLC

Waltham, MA

Jonathan Ullman

Montis Financial

Waltham, MA

George Paquin

Resolute Financial, LLC

Chelmsford, MA

Eric Sneider

Bromfield Sneider Wealth Advisors

Westwood, MA

Sharon Rich

Womoney

Belmont, MA

Mary Konetzny

CFP®

Montis Financial

Waltham, MA

Meghan Dwyer

Modera Wealth Management, LLC

Boston, MA

Misty Lynch

CFP®

Sound View Financial Advisors, LLC

Walpole, MA

Charles Luce

Sensible Financial Planning and Management, LLC

Waltham, MA

Laura Williams

Sensible Financial Planning and Management, LLC

Waltham, MA

Dana Levit

CFP®

Paragon Financial Advisors

Newton, MA

Benjamin Heikes

The Mather Group

East Walpole, MA

Jay Karamourtopoulos

CFP®

Hereford Financial

Boston, MA

Lynne Nahigyan

Seamark Financial Services, Inc.

Mattapoisett, MA

Tanya Vecchi

Resolute Financial, LLC

Newburyport, MA

Marie St. Clare

Sensible Financial Planning and Management, LLC

Waltham, MA

Thomas Dwyer

Resolute Financial, LLC

Newburyport, MA

Mitch Zides

CFA, CFP®

Constant Guidance Financial, LLC

North Attleboro, MA

Marlon Wesh

Wesh Financial, LLC.

North Attleboro, MA

Andrew Cayer

CFP®

Aevitas Wealth Management, Inc.

Wellesley, MA

Michael Morton

ChFC®

Morton Financial Advice

Harvard, MA

Philip Stockton

TechGen Financial

Walpole, MA

Noreen Dillon

MBA

Aequitas Investment Advisors, LLC

Hingham, MA

Robert Lepson

Adviser Investments

Newton, MA

Rick Spillane

CPA, CFP®

Spillane Financial Planning, Inc.

North Reading, MA

Ian Rea

CFP®, CFA

Slate Peak Financial Services, LLC

Medfield, MA

Robert Dossett

Waypoint Financial Planning LLC

Southborough, MA

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    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.

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    Not affiliated with any brokerage firm, bank, or insurance company.


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