The Best Financial Advisors in Boston

Here is our List of the 10 Boston Financial Advisor
Modera Wealth Management

Modera is committed to providing you with a broad range of services to address your entire financial life. Our Massachusetts location offers fee-only financial planning in Boston and surrounding areas. Our organization exists because we want to help people achieve life goals. We stand apart in our transparency, availability, and commitment to our customers.

Our fees are paid by our clients, so we can act in the interests of our clients. We don’t participate in commissions or referral fees that may influence the decision of other advisors.

We proudly operate as a fee-only, independently-owned wealth management firm that acts as a fiduciary for its clients. We have built our organization in a way that puts our customers’ interest first, as evidenced by our fee-only fee structure and fiduciary responsibility.


Whether you’re in need of comprehensive financial planning or need a partner to help you address a specific life event or financial goal, we’re here to help.

  • Comprehensive Financial Planning
  • Tax Planning
  • Retirement Planning
  • Insurance Planning
  • College Planning / Educational Funding
  • Estate & Trust Planning
  • Investment Planning
535 Boylston St., Suite 300, Boston, MA 02116
Adviser Investments

Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.

What good is a rocketship portfolio if you can’t sleep at night? Our investment strategy combines your personal goals and risk comfort level with a research-intensive process to build your portfolio.


Financial Planning

Adviser Investments recognizes your financial needs go far beyond a risk-aware investment portfolio. Our financial planners can provide you with guidance on a wide range of decisions, including:

  • Preparing for retirement
  • Paying for college
  • Minimizing taxes
  • Estate and legacy planning
  • Property transactions

Charitable giving

The Fiduciary Standard Is Our Standard duty is at the heart of everything we do in our partnerships with clients—we put your best interests first, period. We firmly believe that investors deserve to work with a trusted professional financial adviser who will help them grow and protect their wealth over time without being beholden to third-party commissions, incentives or interests. Our first and only loyalty is to our clients. Since inception, we’ve been a fee-only investment adviser. We are only paid by our clients, never by a third party.

85 Wells Avenue, Suite 109 Newton, MA, 02459
Balanced Rock Investment Advisors

As a Fee-Only Financial Advisor, Balanced Rock doesn’t sell any financial products and is instead only paid directly by our clients. Because of this, our interests are aligned with yours. We are always a Fiduciary for our Clients, which means we must act in your best interest.

We’re a locally owned and completely independent Registered Investment Advisor. Our independence means we can always pursue what’s best for our clients.

We’re not licensed to sell securities through any broker-dealers or insurance companies, because we only provide fiduciary financial planning and wealth management services.


Financial Planning

Our Financial Planning service is offered on a hourly or per-engagement rate. We can assist you with

  • Retirement planning
  • Investment asset allocation
  • Values-based investing
  • Education and financial aid planning
  • Real estate planning, including primary residence and managed property
  • Financial advice and planning for other goals, such as caring for parents, weddings, or international retirement
  • Tax planning

Wealth Management

Our Wealth Management service is provided through percentage fees based on the total value of assets under management. We offer

  • Comprehensive, ongoing financial advice and planning, including all of the above financial planning services
  • Continual portfolio management
  • Ongoing management of the financial plan
  • Always on-call availability as new situations in your financial plan arise
Roslindale (Boston, MA)
Beyond Your Hammock

Get the financial planning and wealth management strategy that allows high-achieving professionals to enjoy life today while still planning responsibly for tomorrow.

With BYH’s wealth management programs, you get access to systems and financial planning processes to create and grow your net worth. Our goal is to provide you with the right strategy to maximize your financial potential so you can actually enjoy what you worked hard to build. Together, we can:

  • Identify and prioritize what matters most to you
  • Get the most value from your cash flow
  • Create an investment strategy to achieve financial freedom
  • Implement the right actions to create significant wealth
  • Enjoy the ability to use your time the way you want


  • Financially Sound Program
    You want an ongoing comprehensive wealth management system to help you plan, grow your assets, and achieve your goals – while still using your money to enjoy life today.
  • QuickStart Financial Plan
    You have a few questions you need addressed quickly. Get access to a financial advisor for a one-time consultation on a few of your most pressing financial concerns.
  • Investment Management
    Making the right investment decisions is critical to building wealth. Unfortunately, trying to manage your own investment portfolio can leave you second-guessing every decision, missing opportunities, and making mistakes you didn’t even know you were making. More importantly, it just takes up a massive amount of your time.
Boston, MA 02118
Compass Planning Associates

Compass Planning Associates helps families, individuals, and small-business clients achieve financial security, knowledge, and control over their money. Our fee-only, client-centered approach provides education and guidance to help you achieve your financial goals and dreams.

With offices in downtown Boston and Wellesley, Mass., Compass Planning Associates will work closely with you on all of your financial planning needs. We offer a variety of services and plans customized to meet your individual needs. No minimum level of assets is required, and it’s never too early or too late to learn how to become financially savvy!

Compass Planning Associates is a team of experienced financial experts offering fee-only financial planning and investment advisory services. What makes us different:

  • We are friendly, accessible, and we practice open communication with our clients.
  • We provide comprehensive, fee-only services, so there are no commissions, no hidden charges, no surprises. You’ll know your costs upfront.
  • Our offices are welcoming, casual, and relaxing. Financial planning doesn’t have to be stressful!
  • Under the leadership of your primary personal advisor, you’ll benefit from the resources and dedication of our entire team.


For individuals and families

  • Investment planning with strategic tax management
  • A comprehensive financial plan that includes detailed custom planning for all aspects of your financial life (e.g., investments, retirement, college planning, estate planning, and risk management)
  • Debt, budget, and cash management

For businesses

  • Direct and supporting portfolio management (including employer retirement plans)
  • Compass MoneyWise Seminars
Three Post Office Square, Suite 602 Boston, MA 02109
Concord Wealth Management

Here at Concord Wealth Management, we understand that individuals face unique challenges as they prepare for their futures. And we’re here to help.

Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial objectives.

Let our professionals take the mystery out of preparing for today and tomorrow. Let’s work together through all stages of your life.

  • How We Do Business
    Our experienced professionals have helped many people just like you pursue their financial objectives.
  • Keeping You Informed
    We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
  • Our Culture
    Our team approach offers a range of services to provide more diverse benefits to our clients.



  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
230 Third Avenue 6th Floor Waltham, MA 02451
Flagship Private Wealth

Flagship Private Wealth is an independent wealth management firm, the place people look to for leadership and guidance. At Flagship Private Wealth we believe clients desire a long term relationship with a trusted advisor, someone who can give advice that goes beyond simply money or the markets.

Flagship Private Wealth is an independent wealth management firm, the place people look to for leadership and guidance. At Flagship Private Wealth we believe clients desire a long term relationship with a trusted advisor, someone who can give advice that goes beyond simply money or the markets.

We draw inspiration and fresh ideas from our colleagues and the almost limitless financial thinking available to us. Our goal is to help you, our clients, lead the successful lives you want to lead. We provide guidance, inspiration and leadership. We are Flagship Private Wealth.

Our Approach

  • LPL Financial
    LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.
  • Research
    Stay informed on the things that could influence your financial picture the most. We offer research and articles.
  • Have A Question
    Our investment advisors would be happy to answer any questions you have about your financial situation.


  • Investment Management
  • Retirement Planning
  • Education Funding
  • Life Changes & Estate Planning
400 Trade Center Ste 4990, Woburn, MA 01801
Freedman Financial

Smart, yet uncomplicated. At Freedman Financial, real financial planning means having honest conversations. These help us guide you towards capitalizing on your life’s work. Our mission is to deliver a financial plan tailored to your personal needs, guide you through life’s key financial conversations, and make sure you’re confident in our advice year after year.

Here’s how we do it…

  • Organize: Help you structure and get your financial house in order.
  • Objective Advice: Give independent financial advice in a language you can understand®.
  • Prudent Investments: Design tailored portfolios focused on low-cost, quality investments.
  • Always Accountable: Stand by our advice, adapt when needed and be there for you.
  • Proactive: Anticipate constantly moving parts of your financial plan as best we can.
  • Regular Communication: You can expect to hear from us. Regularly.
  • Make it Personal: We believe the best relationships are built face-to-face.

You know you have the right skills, but you’d like to be surrounded by people who share your values, sense of responsibility to clients, and a real desire to place their interests first. You know how important financial planning is to serve a client’s needs – yet your firm wants you to focus on selling investments only.


  • Financial Planning
  • Investment Management
  • Financial Planning Process
  • Annual Review Process
41 Cross St, 2nd Floor Peabody, MA 01960
Journey Wealth Partners

Experience radically rational wealth management.
Evidence-based, objective, fee-only.

Be propelled to reach your potential by clarifying what is most important to you. Formulating and executing a successful life takes time, engagement and courage. We work with successful intelligent people who value discipline, strategy and results. Be rewarded with more joy and less worry.

We invite you to explore our time-tested approach to proactive planning and disciplined, efficient investing: an approach so rational, it’s radical. At Journey, we act in your best interest — all day, every day. How is that different than the typical advisor? Just look at the math.

We execute practical and effective evidence-based strategies, with a transparent and competitive fee structure, delivered with extraordinary personal service. If you are not hitting your targets for savings, rebalancing, tax and risk management, legacy planning and other goals, you are likely not receiving the comprehensive personal financial planning you deserve.


  • Baseline Meeting
  • Investments & Taxes Meeting
  • Insurance & Estate Planning Meeting
  • Education Funding Meeting
  • Plan Delivery Meeting
  • Implementation Meeting
747 Main Street, Suite 120 Concord, MA 01742
Meridian Financial

We are NAPFA advisors and Certified Financial Planners™, and create customized financial planning and asset management solutions for individuals, families, and small businesses. We take a fiduciary oath to act in our clients’ best interests, and as fee-only advisors we provide truly unbiased advice and never receive commissions for any product we recommend.

There are many wealth management advisors and investment management firms in the Boston, MA area. But wealth management involves more than just investment management. While many wealth management advisors focus on the often-futile task of market timing, we take a holistic, comprehensive approach to investment management and look at your complete financial profile.

Our dedication to our clients has helped us to be named among the top wealth managers in Boston, MA three years in a row by Boston Magazine. Boston Magazine determines the top wealth managers according to client satisfaction surveys.

We’ve also been named one of the top wealth managers by Paladin Registry. The company’s five-star wealth management advisor quality rating is reserved for the top 7% of wealth managers according to a number of factors, including credentials, ethics, business practices, and financial services


  • Asset Allocation
  • Financial Planning
  • Wealth Management
13 Water Street, Suite 204, Holliston, MA 01746

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria