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Find Top Financial Advisors in Beverly, Massachusetts

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Beverly, Massachusetts

Last Updated - 21-May-2023

Beverly has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These financial advisors in Beverly , Massachusetts have an average of 23 years of experience.

NOTE: The list of vetted financial advisors in Beverly , Massachusetts mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Beverly, Massachusetts.

Qualified Financial Advisors in Beverly, Massachusetts

Financial Advisor Experience AUM Minimum Assets Fee Structure
Dawn G. Rimari
CLTC®, AIF®
COMMONWEALTH FINANCIAL NETWORK
26-28 West Street Suite 203,
Beverly, MA 01915
33 Years Not Specified $100,000 Fee-Based
Bluebird Wealth Management
BLUEBIRD WEALTH MANAGEMENT
6 Felton Ln,
West Newbury, MA 01985
11 Years $90,000,000 $250,000 Fee-Only
Josh Darwin
REGAL FINANCIAL
669 South St,
Needham, MA 02492
30 Years Not Specified $10,000,000 Fee-Based
Joseph Skees
CFP®, ChFC®
GRANITE BAY WEALTH MANAGEMENT, LLC
767 Islington Street,
Unit 1D,
Portsmouth, NH 03801
18 Years Not Specified $50,000 Fee-Based

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Information on Qualified Financial Advisors in Beverly, Massachusetts

Qualifications CRD# 4063813
Firm CRD# 8032
Series 6, 7, 24, 63, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 26-28 West Street Suite 203,
Beverly,
MA
01915
Phone Number 978-969-3953

Dawn has more than three decades of experience in the financial services industry, including retail banking, retirement planning, and insurance. Dawn holds the FINRA Series 6, 7, 24, 63, and 66 securities registrations. She is also licensed in the lines of life, health, and accident insurance. Dawn is a fee-based financial planner and an Investment Adviser Representative with Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Dawn has a BS in Business Administration from Southern New Hampshire University and a graduate-level certificate in Financial Planning from Boston University. Dawn has owned and operated her own practice since 2006, which is located in Beverly, Massachusetts, where she grew up. Her clients are individuals, families, and small businesses. She is certified in long-term care, holding the CLTC® designation, and holds the Accredited Investment Fiduciary® (AIF®) designation. As an AIF® designee, she is committed to putting the client's interests ahead of her own.

Dawn Rimari is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Dawn Rimari is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Dawn Rimari is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Dawn Rimari is required to act in a fiduciary capacity.

About Commonwealth Financial Network

Commonwealth Financial Network

When you’ve come this far, though, there’s one more factor that you cannot overlook. You need someone to help you devise a sensible financial plan.

At Commonwealth Financial Network in Beverly, Massachusetts, Dawn G. Rimari, AIF®, CLTC®, is a dedicated financial planner who will help you to develop a plan that is right for you, one that takes into account who you are now and where you want to go, a plan that will point you in the direction of your goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications Firm CRD# 293420

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


Office Location 6 Felton Ln,
West Newbury,
MA
01985
Phone Number 978-775-1287

About Bluebird Wealth Management

Bluebird Wealth Management

We help people prepare for and thrive during retirement, by addressing critical factors such as retirement income generation, tax-sensitive portfolio management, insurance reviews (we do not sell insurance), and estate planning. We help our clients meet retirement and life goals by delivering transparent and independent asset management, tightly integrated with comprehensive financial planning, at an attractive value.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 2153443
Firm CRD# 125004
Series 63, 65

Compensation/Fee Fee-Based


Office Location 669 South St,
Needham,
MA
02492
Phone Number 617-281-2721

Josh Darwin is a Registered Investment Advisor who helps investors of all sizes and experince levels. Josh has been helping investors in the markets since he graduated from Tufts in 1991. Josh beleives in holistic investing that starts with sound asset allocation and securities selection. Josh communicates well and provides a high touch advisory service. Josh lives in Needham and Fairhaven MA with his wife Ricki and sons Jack (18) and George (16). Josh enjoys following Boston Sports, golfing, boating, cooking, gardening and following markets of all types.

About Regal Financial

Regal Financial

Regal Investment Advisors focuses on the client relationship to understand your risk tolerance, time horizons, and objectives. We want to know your goals and dreams, and apply our expertise to help you achieve your desired outcome. Our goal is to help you become a better investor and create a financial plan that is right for you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66

Compensation/Fee Fee-Based


Office Location 767 Islington Street,
Unit 1D,
Portsmouth,
NH
03801
Phone Number 888-610-8881

About Granite Bay Wealth Management, LLC

Granite Bay Wealth Management, LLC

To combine the strength and heritage of our practice with the insight, concern, and experience of our associates to give clients objective, individualized advice and service that will help them achieve their long-term financial goals. We serve individuals and businesses in all areas of investment planning, including: - Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Helping clients manage their assets before and during retirement. - Education funding - Recommending investment and accumulation strategies to help you pay for your children's education. - Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending suitable investment vehicles to help you reach your goals. - Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.


Customer Reviews

Top Financial Advisor Firms in Beverly, Massachusetts (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
ALTAROCK PARTNERS, LLC
500 Cummings Center, Suite 3490, Beverly, MA 01915-6527
6 2 $4,014,209,000
A percentage of AUM, Performance Based
EASTERLY INVESTMENT PARTNERS LLC
138 Conant Street, Beverly, MA 1915
23 390 $2,718,476,429
A percentage of AUM, Fixed fees, Performance Based
BARKER FINANCIAL GROUP, INC.
152 Conant Street, Suite 200, Beverly, MA 01915-1600
4 618 $226,518,050
A percentage of AUM, Hourly charges, Fixed fees
ALAPOCAS INVESTMENT PARTNERS, INC.
50 Dunham Ridge, Suite 3100, Beverly, MA 1915
4 107 $170,448,450
A percentage of AUM, Fixed fees
FAMILY FIDUCIARY SERVICES, INC.
900 Cummings Center, Suite 212-U, Beverly, MA 1915
6 213 $136,446,906
A percentage of AUM

    List of Additional Advisors in Beverly, Massachusetts*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    152 Conant Street, Suite 200, Beverly, MA  01915 781-743-2600
    900 Cummings Center, Suite 213T, Beverly, MA  01915 978-299-3035
    240 Cabot Street, Beverly, MA  01915 781-258-9481
    2 Enon Street, Beverly, MA  01915 978-283-6536

      Frequently Asked Questions

      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?