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Find Best Financial Advisors in Massachusetts

Advisor Match

A densely populated state like Massachusetts has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Massachusetts and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Qualifications of Top Financial Advisors & Certified Financial Planners in Massachusetts

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Qualified Financial Advisors in Massachusetts
Financial Advisor Office Location Phone Number
Peter Canniff
Advanced Portfolio Design, LLC
515 Groton Road,
Westford, MA  01886
(978) 850-4910
Spencer Betts
Bickling Financial Services, Inc
35 Bedford Street,
Lexington, MA  02420
(781) 862-9792
Mark D Felt
Lignum Wealth Management
500 Edgewater Drive 511A,
Wakefield, MA  01880
(781) 334-8060
Bob Andreola
Edelman Financial Engines, LLC
16 Chestnut St.,
Foxboro, MA  02035
(508) 203-4075
Noah French
Edelman Financial Engines, LLC
57 Wells Ave.,
Newton, MA  02459
(339) 225-4970
Jared Rubin
Edelman Financial Engines, LLC
25 Burlington Mall Road,
Burlington, MA  01803
(339) 234-5600
Hilary OMalley BFA®
Ameriprise Financial
15 Caswell Lane,
Plymouth, MA  02632
(978) 505-2754
Fredric Weldon, CFA
Polaris Advisors, LLC
550 Cochituate Road,
Framingham, MA  01701
(508) 481-2299
Bill Keyser
UBS Financial Services
55 William St,
Wellesley, MA  02481
(781) 446-8955
Adam Wojtkowski, CFP(R), EA
Smith, Salley & Associates
55 West Street,
Walpole, MA  02081
(508) 450-7841

Information on Qualified Financial Advisors in Massachusetts

Office Location 515 Groton Road,
Suite 201,
Westford,
MA 
01886
Phone Number (978) 8504910

About Advanced Portfolio Design, LLC

Knowing, understanding and communicating with our clients are our top priorities. Within a year of becoming Wealth Planning clients at Advanced Portfolio Design, LLC: I want clients to say Wow, I really feel like we are doing all of the right things to protect and build and pass on our wealth; we are using the most appropriate investment, tax, insurance and estate strategies. We have a handle on our property ownership and our business interests.



Qualifications CRD# 4285560
Series 6, 7, 24, 63

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee


Office Location 35 Bedford Street,
Suite 15,
Lexington,
MA 
02420
Phone Number (781) 8629792

Spencer Betts is a financial consultant with Bickling Financial Services in Lexington, Massachusetts. Spencer started with Bickling Financial Services, Inc., in 2000. He is a CERTIFIED FINANCIAL PLANNERS" and an Accredited Investment Fiduciary". Starting in 2015 Spencer became a CFP® Board Ambassador. In this role Spencer helps the Board spread it message of financial education, the financial planning process and the need for financial planning education. Spencer earned his B.S. in Physics from Old Dominion University, his designation CERTIFIED FINANCIAL PLANNERS" from the College for Financial Planning and his Accredited Investment Fiduciary designation from the Center for Fiduciary Studies. He holds series 6, 7, 63 and 24 securities registrations through LPL Financial and also holds an insurance producer license. As a Past President of Lexington Rotary and a Paul Harris Fellow, a Mason and a member of a number of networking groups, Spencer stays active within the community. He lives in Bedford with his wife, Jessica, and two small children, Taylor and Ryan. Spencer Betts is a registered representative with LPL Financial and an Investment Advisor Representative with Bickling Financial Services, Inc., a registered investment advisor and is a and is a licensed insurance agent.

About Bickling Financial Services, Inc

Bickling Financial Services, Inc., was founded in 1984 by Dorothy Bickling. At the inception of Bickling Financial Services Dorothy set the priorities of the firm: - to provide advice with the best interest of the clients as the primary consideration - to make sure that clients understand their investment options - to provide sage, objective counsel supporting each client's financial decisions Dorothy and her sons, Spencer Betts and Andrew Betts, have more than 50 years of combined experience. We are proud of our multi-generational heritage and plan on extending it into the future.



Qualifications CRD# 4594185
FirmCRD# 8032
Series 7, 66


Office Location 500 Edgewater Drive 511A,
Wakefield,
MA 
01880
Phone Number (781) 3348060

Mark Felt is a founder and managing partner of Lignum Wealth Management. Mark was born and raised in Massachusetts and has called Waltham home all his life. Today Mark is lucky enough to live in the very neighborhood he grew up in, allowing him to recount great childhood memories while making new ones living with his fiancé, Kelly, daughter, Livia and golden retriever, Brady. Living in Waltham his whole life has allowed Mark to develop a strong sense of community, relationships and trust. All of which he prides himself on incorporating into his work with each one of his clients. Mark began his career working at Ameriprise Financial Services in 2003. After 11 years focusing on providing clients with exceptional services and expert advice on investment, retirement, tax, estate planning, and other wealth management issues, he branched out and founded Lignum Wealth Management with his partners. Today, Mark brings his expertise, experience, focus on relationships, and trustworthiness to his clients to help them not only reach their financial goals but also to help them feel confident about their future. Outside of Lignum Wealth Management, Mark serves on the Waltham Youth Baseball programs Board of Directors, as well as spearheading the Michael J. Soly Memorial Scholarship Fund and Robert P. Felt Memorial Scholarship Fund in memory of his brother, a Waltham firefighter. In both cases, Mark is largely involved in the fund-raising, selection, and distribution of yearly scholarships to deserving candidates.

About Lignum Wealth Management

At Lignum Wealth Management, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm! Happiness and security in life are built on a few key factors…Family, Occupation, Recreation, and Money. The time you spend with family, the fulfillment you get from your occupation and the enjoyment you realize from your various recreational activities can all be impacted by the worry and concern of how your hard-earned money and assets are being managed. We want you to be able to optimize the first three factors in pursuing happiness and security today by allowing us to worry about the future of your financial security. #PlanToAchive your family, occupation and recreational goals by working with Lignum Wealth Management.



Qualifications CRD# 1924032
FirmCRD# 104510
Series 7, 9, 10, 24, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 16 Chestnut St.,
Suite 220,
Foxboro,
MA 
02035
Phone Number (508) 2034075

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 1989. Earned the Certified Financial Planner certification. Bachelor's degree in Criminal Justice from Northeastern University and a J.D from the University of Massachusetts School of Law.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 3084855
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 57 Wells Ave.,
Suite 31,
Newton,
MA 
02459
Phone Number (339) 2254970

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 1989. Earned the Registered Financial Consultant certification. Bachelor's degree in Finance from Bentley University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5228974
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 25 Burlington Mall Road,
Suite 405,
Burlington,
MA 
01803
Phone Number (339) 2345600

Joined Edelman Financial Engines in 2011. Began his career in the financial services industry in 2006. Earned the Chartered Wealth Strategist and Certified Financial Planner certification(s). Bachelor's degree in Business Management from Washington College.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2314563
FirmCRD# 6361
Series 7, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 15 Caswell Lane,
Plymouth,
MA 
02632
Phone Number (978) 5052754

Hilary OMalley attended the Bentley University and earned a Bachelors of Science in Economics and Finance, she also spent a semester abroad studying at the London School of Economics. With over twenty years of experience in the industry Hilary, along with her team manages a large practice that incorporates individuals as well as small businesses with a focus on financial and retirement planning. As a Behavioral Financial Advisor Hilary focuses on goal based financial planning, guiding clients through unexpected events and assisting clients to make sound and sensible financial decisions. Outstanding service as well as client satisfaction are her top priorities. Hilary returns all phone calls and emails the same business day.

About Ameriprise Financial

Ameriprise is a full service wealth management firm that has been advising individuals and their families and corporate clients since 1894. Our mission is to put clients interests and needs first through a system of goal based financial planning and to help our clients plan for unanticipated life events. We have a disiplined method when working with clients that enables us to capture a consise picture for each individual set of circumstances. Implementing a goal based financial plan enables us to keep our clients on the path to achieving financial objectives. We present sophisticated financial planning tools to our clients that allows us to eliminate the burden of doing it yourself. As a prospective client you can expect an initial meeting that will be a fact finding exercise during which time your questions will be addressed and you will learn more about us and our process. The initial meeting also serves as an opportunity for us to determine if we are an appropriate fit for each client. Once this is determined, we review your current financial picture and generate a goal based financial plan. This financial plan is monitored by us and reviewed annually. We work as a team and are committed to client satisfaction, all calls and emails are returned the same business day.



Qualifications CRD# 2351652
FirmCRD# 35747
Series 7, 24

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 550 Cochituate Road,
East Wing, Floor 4, Suite 25,
Framingham,
MA 
01701
Phone Number (508) 4812299

Fredric E. Weldon is the managing director and founder of Polaris Advisors. He serves as the Chief Investment Officer and direct contact for the firm's clients. Ric has been in the Investment Management Business since 1993. Prior to that, he spent 14 years as a Commercial Loan Officer for a number of major Boston banks. Ric became a Financial Planner in 1996, working with clients of a local bank, and subsequently joined a Boston based financial planning firm. He earned his Chartered Financial Analyst credential in 1998 and began focusing his attention on the needs of employees forced into early retirement as a result of the 2001-2002 recession. In 2003, Ric formed Polaris Advisors and registered the firm with the Securities and Exchange Commission. This allows Polaris to operate without a Broker-Dealer as an employer/supervisor. Ric is a single father living in Hopkinton MA with his two children; Kristina and Kyle.

About Polaris Advisors, LLC

Mission/Philosophy: Polaris Advisors, LLC is a fee only Registered Investment Advisor helping individuals and small institutions build, manage and grow investment portfolios to support their lives and charitable missions. We believe our clients should be treated as if they were valued customers in the trust department of a bank, rather than just accounts at a brokerage firm. First and foremost, that means they should receive Investment Management Services delivered under the Fiduciary Standard, and not some watered down "Suitability Rule" that allows an advisor to receive commissions. Services: Polaris Advisors' primary goal is to provide unbiased, honest and accurate financial advice. We provide investment management, tax planning, estate planning, and retirement planning. We meet our clients and prospective clients in our office and/or their home. Relationship: We look for long term relationships with each of our clients. When the bond of familiarity grows between our clients and us, life improves. It's easier and more effective to service clients we know well, while clients gain the confidence of knowing we will take care of them.



Qualifications CRD# 2628737
FirmCRD# 2628737
Series 7, 63, 65

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 55 William St,
Wellesley,
MA 
02481
Phone Number (781) 4468955

Bill has been with UBS Financial Services Inc. since 2002 and has more than 25 years of financial services experience. Bill is an experienced wealth management advisor with a primary focus of working with executives, professionals, affluent individuals and families. His experience ranges from working with families to people at start-up organizations to large corporations. At the center of every relationship is Bill's consultative and proven wealth management process to help clients with what is most important to them. He offers a caring approach and personalized solutions. Bill's knowledge and experience enable him to help determine, formulate and implement appropriate plans to help clients pursue their financial goals. Bill and his family live in Natick, MA. His wife Mary Ann, daughter, Anna and a son, Austin. When not working you can find him coaching on a soccer field, skiing or golfing. Bill holds the Series 3, 7, 63 and 65 securities licenses as well as life insurance licenses and was awarded the CFP® designation.

About UBS Financial Services

About UBS. As the worlds largest wealth manager, UBS is strongly positioned to address the realities of the global economy and a range of our clients sophisticated needs. With more than 150 years of wealth management expertise at its core, UBS focuses on providing relevant guidance, differentiated global perspectives and diverse strategies and solutions for clients worldwide. UBS Financial Advisors are dedicated and passionate professionals who recognize that financial goals and life goals are uniquely intertwined. Through a customized approach, they access the deep resources and wealth management expertise of the firm, to deliver the trusted financial advice clients seek today to confidently move forward.



Qualifications CRD# 4803455
FirmCRD# 129614
Series 63, 66

Compensation/Fee Fee-Based (Fee and Commissions)


Office Location 55 West Street,
Suite 201,
Walpole,
MA 
02081
Phone Number (508) 4507841

Adam is a native of Worcester, MA and joined SS&A in July 2019 to found the firm's Boston office. Adam has been in the financial services industry for almost 15 years and prior to joining SS&A, he worked for Beaumont Financial Partners. In 2010, Adam earned his CFP® certificate and in 2015 he became an IRS Enrolled Agent. His combined skill set of financial planning concepts and tax strategies enables Adam to serve clients in a comprehensive and tax-efficient manner. Outside of work, Adam enjoys spending time with his wife and two daughters as well as following all Boston sports.

About Smith, Salley & Associates

Founded in 2003, Smith, Salley & Associates, LLC (SS&A) is an SEC Registered Investment Advisory firm (RIA) located in Greensboro, NC and Walpole, MA. Our primary goal is building relationships with clients who seek a long-term partnership with their financial advisor. Our clients include high net worth individuals, trusts, foundations, profit sharing plans, and corporations. We provide comprehensive wealth management to our clients which includes portfolio management and financial planning services. Our industry experience and professional designations enable our team to manage separate accounts using individual securities. In short, this means each client portfolio is a unique combination of cash, stocks and bonds tailored to the stated objectives of the account owner. This approach to wealth management gives us the highest level of control over risk, taxes, and fees which studies have shown to be the three drivers of long term performance. Our team is dedicated to your success and we have the talent and knowledge to help you attain your goals.



List of Additional Financial Advisors in Massachusetts
Cadence Wealth Management, LLC Westborough, MA
Nichols Investment Advisory Services Mashpee, MA
RBC Wealth Management Burlington, MA
Castonguay & Associates Leominster, MA
Stoddard Financial LLC Quincy, MA
Diversified Financial Management Norwell, MA
Finer Wealth Management, Inc. Salem, MA
Legacy Financial Advisors, Inc. Worcester, MA
Journey Financial Planners Concord, MA
New York Life Worcester, MA
Baystate Financial Services Wakefield, MA
Winslow, Evans & Crocker Franklin, MA
Integrated Financial Partners, Inc./Lincoln Financial Advisors Corp. Acton, MA
Legacy Financial Advisors Waltham, MA
Fair Weather Strategies, LLC Andover, MA
McAdam - Financially Advanced Boston, MA
Essential Asset Management, LLC Norwell, MA
Eddy Company, LLC Gloucester, MA
Stonestreet Financial, Inc. Stoughton, MA
Lincoln Investment Planning Waltham, MA
Rockland Trust Osterville, MA
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?