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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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.
Beverly
has
4
WiserAdvisor vetted Financial Planners and Advisors 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 financial
advisors in
Beverly, Massachusetts
mentioned below do 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 | Not Specified | $1000.00 | Fee-Based |
| Bluebird Wealth Management
BLUEBIRD WEALTH MANAGEMENT 6 Felton Ln, West Newbury, MA 01985 |
11 | $90,000,000 | $250,000 | Fee-Only |
| Josh Darwin
REGAL FINANCIAL 669 South St, Needham, MA 02492 |
30 | Not Specified | $100,000.00 | Fee-Based |
| Joseph Skees
CFP®, ChFC® GRANITE BAY WEALTH MANAGEMENT, LLC 767 Islington Street, Unit 1D, Portsmouth, NH 03801 |
18 | Not Specified | $50,000 | Fee-Based |
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.
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
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.
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
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.
Top Financial Advisor Firms in Beverly, Massachusetts (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| ALTAROCK PARTNERS, LLC
500 Cummings Center , Suite 3490, Beverly, MA 01915-6527 |
$4,014,209,000 | 2 |
A percentage of AUM Performance Based |
| EASTERLY INVESTMENT PARTNERS LLC
138 Conant Street, Beverly, MA 1915 |
$2,718,476,429 | 390 |
A percentage of AUM Fixed fees Performance Based |
| BARKER FINANCIAL GROUP, INC.
152 Conant Street , Suite 200, Beverly, MA 01915-1600 |
$226,518,050 | 618 |
A percentage of AUM Hourly charges Fixed fees |
| ALAPOCAS INVESTMENT PARTNERS, INC.
50 Dunham Ridge , Suite 3100, Beverly, MA 1915 |
$170,448,450 | 107 |
A percentage of AUM Fixed fees |
| FAMILY FIDUCIARY SERVICES, INC.
900 Cummings Center , Suite 212-U, Beverly, MA 1915 |
$136,446,906 | 213 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Barker Financial Group, Inc. Inquire with Barker |
152 Conant Street, Suite 200, Beverly, MA 01915 | 781-743-2600 |
| Corneau Wealth Management Inquire with Corneau |
900 Cummings Center, Suite 213T, Beverly, MA 01915 | 978-299-3035 |
| Doreen Dibari Inquire with Doreen |
240 Cabot Street, Beverly, MA 01915 | 781-258-9481 |
| Heather Hersey Inquire with Heather |
2 Enon Street, Beverly, MA 01915 | 978-283-6536 |
Grow your AUM with pre-qualified leads!
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