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