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Find Top Financial Advisors in Burlington, 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 Burlington, Massachusetts
Last Updated - 16-Mar-2023

Burlington has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 12 non-vetted advisors in your local area. These financial advisors in Burlington, Massachusetts have an average of 20 years of experience.

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

Qualified Financial Advisors in Burlington, 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 Burlington

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 Burlington, Massachusetts (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
PINNACLE PRIVATE WEALTH, LLC
200 Summit Drive , 4th Floor, Suite 420,
Burlington, MA 1803
$820,272,001 1975 A percentage of AUM
Hourly charges
Fixed fees
FOLIUM CAPITAL LP
2400 District Avenue , Suite 420,
Burlington, MA 1803
$816,715,372 7 A percentage of AUM
Other (CARRIED INTEREST)
ARCADIA FUNDS
20 Burlington Mall Road , Suite 420,
Burlington, MA 01803-4121
$520,988,468 5 A percentage of AUM
Performance Based
RPG FAMILY WEALTH ADVISORY, LLC
25 Burlington Mall Road , Suite 307,
Burlington, MA 1803
$421,471,827 1362 A percentage of AUM
Hourly charges
Fixed fees
AFFINIA FINANCIAL GROUP, LLC
80 Blanchard Road , Suite 201,
Burlington, MA 1803
$377,543,432 910 A percentage of AUM
Hourly charges
Fixed fees
NEFPG
69 Winn Street,
Burlington, MA 1803
$247,400,000 743 A percentage of AUM
Hourly charges
Fixed fees
RISK PARADIGM GROUP, LLC
25 Burlington Mall Road , Suite 307,
Burlington, MA 1803
$58,190,789 162 A percentage of AUM

    List of Additional Advisors in Burlington, Massachusetts*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Holistic Financial & Retirement Group
    Inquire with Holistic
    1500 District Ave., Burlington, MA  01803 781-270-1505
    Lance Financial Associates, Inc
    Inquire with Lance
    2 Winnmere Ave, Burlington, MA  01803 781-505-1941
    Michael S. Ross, Cornerstone Financial Group
    Inquire with Michael
    35 Corporate Drive, Suite 210, Burlington, MA  01803 781-229-0777
    Charles River Wealth Management
    Inquire with Charles
    50 Mall Road, Suite 209, Burlington, MA  01803 781-270-5430
    Palmerini Wealth Sciences
    Inquire with Palmerini
    2 Burlington Woods Drive, Suite 100, Burlington, MA  01803 617-435-1239
    Rama Yarram
    Inquire with Rama
    248 Middlesex Tpke, Burlington, MA  01803 781-273-3723
    First Command Financial Advisor
    Inquire with First
    78 Blanchard Road, Suite 105, Burlington, MA  01803 781-863-1100
    First Command Financial Advisor
    Inquire with First
    78 Blanchard Road, Suite 105, Burlington, MA  01803 781-863-1100
    First Command Financial Advisor
    Inquire with First
    78 Blanchard Road, Suite 105, Burlington, MA  01803 781-863-1100
    William E Webb
    Inquire with William
    70 Blanchard Road, Suite 400, Burlington, MA  01803 781-376-2251
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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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      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.

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      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?