The Best Financial Advisors in Boston

Let us help you find the best financial advisor for your needs.

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.

Services

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.

Services

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.

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

Services

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.

Services

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.

Services

Investments

Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP 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

Insurance

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.

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.

Services

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.

Services

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.

Process

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

Services

Asset Allocation
Financial Planning
Wealth Management

13 Water Street, Suite 204, Holliston, MA 01746

The Best Financial Advisors in Boston

Let us help you find the best financial advisor for your needs.

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

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