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 Newburyport, MA:
William Simpson
CFP®, MBA
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 Portsmouth, NH and Serving Clients Nationwide
Steve Stanganelli
CFP®, CRPC®, AEP®, CCFS®, CCFC®
Clear View Wealth Advisors, LLC & Boston Tax Planners
Newburyport, 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.
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
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
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
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
