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 Waltham, 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 Waltham, MA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
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
Jay Abolofia
PhD, CFP®
Lyon Financial Planning
Waltham, MA
Specialties: Comprehensive Planning, Advice-Only, Economics-Based Approach
Comprehensive Financial Planning for a Flat Fee. Working Virtually and Accepting New Clients.
Bradley Clark
CFP®, RICP®, MBA
Clark Asset Management, LLC
Waltham, 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.
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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)
