Financial Advisors in or around Boston, Massachusetts

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

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    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

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Results from people who have used the "Match Me" form above


Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:


I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.

WiserAdvisor >   Massachusetts >   Boston 

Premium Financial Advisors Listing

Julian Morris, CFP, ChFC, AAMS , CRPC , CFS, Financial Advisor from Boston, Massachusetts

Julian Morris, CFP, ChFC, AAMS , CRPC , CFS

Distance: 1 miles

CONCIERGE WEALTH MANAGEMENT is a financial services firm seeking to create positive changes in the wealth management industry.We seek to provide our clients with a personal Wealth Concierge to design a personal financial and investment plan based on their life goal to create positive change in their livesWe offer strategies designed to help our cli...

Paul Petrie, Financial Advisor from Boston, Massachusetts

Paul Petrie

Distance: 8 miles

Winchester Financial Group, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives by helping them to clarify and prioritize personal, financial and emotional needs. We will help you define your goals and maximize the growth potential of your personal financial model by selecting the appropriate investment ...

Michael Brunelli, Financial Advisor from Boston, Massachusetts

Michael Brunelli

Distance: 9 miles

As an independent Financial Advisor, Michael is committed to providing clients with the highest level of service and solutions for all of their financial needs. His clients can expect trust, honesty, loyalty, hard work, dependability and consistency, which are Michaels most important personal values....

Sean Boylan, CFP, CFS, Financial Advisor from Boston, Massachusetts

Sean Boylan, CFP, CFS

Distance: 10 miles

I believe strongly in utilizing client resources to their fullest potential, preserving their purchasing power and designing distribution strategies for maximum tax efficiency. My goal is to deliver objective, strategic and prudent advice designed to preserve, grow and transfer your assets, a "total solution" to help meet your financial goals.At In...

Tom Fisher CFP, Financial Advisor from Boston, Massachusetts

Tom Fisher CFP

Distance: 10 miles

A national Total Financial Planning Firm.We build a 5-Step plan with legal,tax,investment,insurance and cash flow plans.All for remarkably reasonable fees....

Robert Dubee CFP, CPA/PFS, MBA, Financial Advisor from Boston, Massachusetts

Robert Dubee CFP, CPA/PFS, MBA

Distance: 12 miles

Quest Financial Services Inc. is focused on providing "value based" financial guidance and management. Earning your trust, Quest can direct your investments, taxes, financing needs and help you accomplish your plans. By removing this responsibility from your plate, we can help provide more time for you to devote to the things most important to you....

Fieldstone Financial Management Group, Financial Advisor from Boston, Massachusetts

Fieldstone Financial Management Group

Distance: 14 miles

The Fieldstone Financial Management Group is a specialized financial planning and investment advisory firm that works with people that are serious about taking control of their financial future. With roots dating back to 1965, we are one of the oldest, continuously operating Fee-Only financial planning and investment advisory firms in the United St...

Steve Stanganelli, CFP, CRPC, Financial Advisor from Boston, Massachusetts

Steve Stanganelli, CFP, CRPC

Distance: 15 miles

Clear View Wealth Advisors, LLC is a fee only registered investment adviser offering financial planning for college, divorce, retirement and business. We serve individual, family and business clients throughout Greater Boston and Massachusetts. The firm offers flat rate financial planning and low-cost investment advisory services utilizing stocks, ...

John Ohl, CEO, CCO, Financial Advisor from Boston, Massachusetts

John Ohl, CEO, CCO

Distance: 18 miles

BCAG is an independent multi-state registered investment advisor with a powerful network of experienced advisors. We founded Bay Colony Advisors with a strong commitment to serve our clients without conflicts of interest. Above all else, we are driven by an unwavering commitment to servicewe put clients' interests first and have no conflict of in...

Steve Daglio, Financial Advisor from Boston, Massachusetts

Steve Daglio

Distance: 19 miles

Essential Asset Management is a Boston based wealth management firm. I have over 13 years of experience as an investment advisor, managing assets for high networth individuals and businesses. My mission is to consistently provide intelligent, customized advice that focuses on helping to build and protect my clients' wealth. In the process, I striv...

Fredric Weldon, CFA, Financial Advisor from Boston, Massachusetts

Fredric Weldon, CFA

Distance: 19 miles

Mission: Our mission is to insure the financial safety and peace of mind of a limited number of retired clients. We believe a planned retirement is a safe retirement, and thereby a happy retirement. Services: Our suite of services includes a 20 year budget, investment management, tax planning, tax returns, withdrawals and withholding, long ...

Jason Longtin, Financial Advisor from Boston, Massachusetts

Jason Longtin

Distance: 19 miles

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals....

Paul Mauro, Financial Advisor from Boston, Massachusetts

Paul Mauro

Distance: 29 miles

Legacy Financial Advisors, Inc. was founded to serve the needs of our clients. Our clients expect independent financial advice so we are an independent firm. Our clients expect excellent service so we have two associates servicing each client, along with our service staff. Our clients expect us to help them solve their ever-changing needs so we cha...

Other Financial Advisors Listing

Leigh Bivings, Ph.D., CFP, CDFA, Financial Advisor from Boston, Massachusetts

Leigh Bivings, Ph.D., CFP, CDFA

Artemis Financial Advisors

Artemis Financial Advisors is an independent Registered Investment Advisory firm based in Boston, Massachusetts. We help individuals and families realize their financial and investment goals by workin...

Charles M. Beynon, CFP, MSPF, ChFC, CLU, CRPC, CMFC, Financial Advisor from Boston, Massachusetts

Charles M. Beynon, CFP, MSPF, ChFC, CLU, CRPC, CMFC

Charles M. Beynon, CFP, MSPF, ChFC, CLU, CRPC, CMFC

I deliver financial solutions through a tailored approach and a genuine interest in clients' evolving needs. As a financial advisor and CERTIFIED FINANCIAL PLANNER practitioner, I believe success sh...

Paul F. Dougherty, Financial Advisor from Boston, Massachusetts

Paul F. Dougherty

Boylston Capital Management

My job is to create and manage a portfolio of individual securities which will provide superior long-term growth with the least amount of volatility tailored to meet each client's unique risk toleranc...

Barbara Donelin, Financial Advisor from Boston, Massachusetts

Barbara Donelin

B. Donelin Financial Services Inc.

Our mission at B Donelin Financial Services Inc is to establish a successful partnership with our clients (individuals and businesses) to manage their financial risks. We provide a broad array of inve...

Joseph Sachetta, Financial Advisor from Boston, Massachusetts

Joseph Sachetta

Infinite Wealth Management

At Infinite Wealth Management, Inc., we offer our clients a broad range of solutions to their everyday financial problems. We specialize in working with our clients to develop long term strategies to ...

Kevin Stoddard, Financial Advisor from Boston, Massachusetts

Kevin Stoddard

Stoddard Financial LLC

- OSJ with 1 reporting advisor and 1 FT assistant - Client assets are split between V.A.'s and advisory - Clientele is mostly retirees, pre-retirees with a $500,000 minimum - Combination of fees and c...

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only