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Your service helped us connect with Brian who had clients similar to our situation.
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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.
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 |
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
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
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 |
* Additional advisors listing is provided in partnership with Yext
Grow your AUM with pre-qualified leads!
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