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Find Top Financial Advisors in Braintree, Massachusetts

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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 Braintree, Massachusetts
Last Updated - 17-Mar-2023

Braintree has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 19 non-vetted advisors in your local area. These financial advisors in Braintree, Massachusetts have an average of 20 years of experience.

NOTE: The list of financial advisors in Braintree, 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 Braintree, Massachusetts.

Qualified Financial Advisors in Braintree, Massachusetts
Financial Advisor Experience AUM Minimum Assets Fee Structure
Josh Darwin
REGAL FINANCIAL
669 South St,
Needham, MA 02492
30 Not Specified $100,000.00 Fee-Based
Bluebird Wealth Management
BLUEBIRD WEALTH MANAGEMENT
6 Felton Ln,
West Newbury, MA 01985
11 $90,000,000 $250,000 Fee-Only

Information on Qualified Financial Advisors in Braintree

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 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 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

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


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

Firm Name AUM No. of Clients Fee Structure
PALLAS CAPITAL ADVISORS, LLC
45 Braintree Hill Office Park , Suite 201,
Braintree, MA 2184
$1,553,679,946 2582 A percentage of AUM
Hourly charges
Fixed fees
MG FINANCIAL LLC
30 Braintree Hill Office Park , Suite 104,
Braintree, MA 2184
$1,252,015,531 117 A percentage of AUM
Hourly charges
Other (ANNUAL RETAINER FOR SERVICES NOT COVERED BY AN ASSET BASED FEE.)
MSA FINANCIAL
25 Braintree Hill Office Park , Suite 303,
Braintree, MA 02184-8716
$978,085,997 2899 A percentage of AUM
Hourly charges
Fixed fees
COMPASS CAPITAL CORPORATION
50 Braintree Hill Office Park , Suite 105,
Braintree, MA 02184-8734
$481,743,334 913 A percentage of AUM
Hourly charges
Fixed fees
PEDDOCK CAPITAL ADVISORS, LLC
50 Braintree Hill Office Park , Suite 207,
Braintree, MA 2184
$474,245,935 341 A percentage of AUM
Hourly charges
Fixed fees
KELLY FINANCIAL SERVICES LLC
10 Forbes Road , Ste 130,
Braintree, MA 2184
$391,242,496 3258 A percentage of AUM
Hourly charges
Fixed fees
LITTLE HOUSE CAPITAL, LLC
35 Braintree Hill Park , #100,
Braintree, MA 2184
$338,558,532 425 A percentage of AUM
U.S. FINANCIAL ADVISORS
30 Braintree Hill Office Park , Suite 201,
Braintree, MA 2184
$303,397,504 471 A percentage of AUM
Hourly charges
Fixed fees
GENESIS WEALTH ADVISORS, LLC
400 Washington Street , Suite 308,
Braintree, MA 2184
$210,829,362 648 A percentage of AUM
Hourly charges
Fixed fees
KRAEMATON INVESTMENT ADVISORS, INC
25 Braintree Hill Office Park , Suite 200,
Braintree, MA 2184
$193,141,913 503 A percentage of AUM
GOSSELIN CONSULTING GROUP LLC
25 Braintree Hill Office Park , Suite 200,
Braintree, MA 2184
$0 0 Hourly charges
Fixed fees

    List of Additional Advisors in Braintree, Massachusetts*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Kjell Christiansen
    Inquire with Kjell
    220 Forbes Rd, Ste 204, Braintree, MA  02184 781-926-0295
    Michael G McIntyre
    Inquire with Michael
    100 Grandview Rd, Ste 322, Braintree, MA  02184 781-356-2086
    Christopher Petrik
    Inquire with Christopher
    100 Grandview Rd, Ste 210, Braintree, MA  02184 781-817-6750
    Octavia Serpa
    Inquire with Octavia
    220 Forbes Rd, Ste 208, Braintree, MA  02184 781-356-5313
    Allstate Personal Financial Representative: Philip Lennox
    Inquire with Allstate
    36 Commercial St, Braintree, MA  02184 781-664-9470
    Joseph Zanca
    Inquire with Joseph
    865 Washington St, Braintree, MA  02184 781-849-5235
    Michael O'Brien
    Inquire with Michael
    865 Washington Street, Braintree, MA  02184 617-688-7968
    Brian Kallenberg
    Inquire with Brian
    865 Washington St, Braintree, MA  02184 781-849-5240
    Hao Lu
    Inquire with Hao
    25 Braintree Hill Office Park, Suite 204-A, Braintree, MA  02184 781-848-9213
    Yuan Liu
    Inquire with Yuan
    25 Braintree Hill Office Park, Suite 204-A, Braintree, MA  02184 781-848-9213
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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.

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      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.

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      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?