Find Top Financial Advisors in Charlestown, Massachusetts

Advisor Match Advisor Match

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 Charlestown, Massachusetts
Last Updated - 23-Mar-2023

Charlestown has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 7 non-vetted advisors in your local area. These financial advisors in Charlestown, Massachusetts have an average of 19 years of experience.

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

Qualified Financial Advisors in Charlestown, Massachusetts
Financial Advisor Experience AUM Minimum Assets Fee Structure
Josh Darwin
669 South St,
Needham, MA 02492
30 Not Specified $100,000.00 Fee-Based
Rich Testa
181 Worcester Street,
Natick, MA 01760
22 $17000000 Not Specified Fee-Based
Bluebird Wealth Management
6 Felton Ln,
West Newbury, MA 01985
11 $90,000,000 $250,000 Fee-Only
Michael MacLean
255 Park Ave,
STE 1000,
Worcester, MA 01609
14 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Charlestown

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

Compensation/Fee Fee-Based

Office Location 669 South St,
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 CRD# 3152207
Firm CRD# 39543
Series 7, 63, 66 SIE

Compensation/Fee Fee-Based, Based on Assets

Office Location 181 Worcester Street,
Phone Number 508-655-2410

I believe that meticulous planning, attention to detail and the importance of a solid foundation are the keys to success in building a business as well as building a successful investment portfolio. Beginning with a get-to-know-you meeting in which we will have a relaxed conversation as we get to know you and you, in turn, get to know us. We will ask you to prioritize your financial goals. We'll then set up a second meeting to suggest options and strategies that can help you meet those goals. At the end of this process, you can decide whether you want to work with us. There is no charge for these initial meetings. Should you decide we are a good fit, we will develop a plan we think will work for you and your financial needs, and we will meet again to refine it and fine-tune it for you. We will never fit you into a preformatted template. And we will never suggest or charge you for services you don't need. Our relationship does not end with the development of your financial plan. We will meet with you regularly to make sure the plan continues to meet your financial needs, both before and after you retire.

About Testa Associates

At Testa Associates, we take our job of helping you plan for a secure financial future very seriously. That's why our approach is different than many other financial planning firms. The plan we develop with your input typically will include some of the following investment vehicles: Mutual Funds, Stocks, Bonds, Insurance and Annuity Products, IRAs (Roths, Traditional, Rollovers), Keough Plans, 529's. We work with small businesses to help them set up company retirement plans. The plan we develop for your business can include but are not limited to the following products: Rule 144/145 Sales, 401(k) Plans and SEP IRAs. Licensed to offer a variety of insurance, annuity, and 529 plans

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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,
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

Qualifications CRD# 5457640
Firm CRD# 5457640
Series 7, 66

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

Office Location 255 Park Ave,
STE 1000,
Phone Number 774-239-1862

As a seasoned Certified Financial Planner® with over 13 years of industry experience, Mike brings objective insight to help his clients effectively address their most important financial priorities. He provides customized advice and investment strategies to affluent individuals, multi-generational families, and small business owners in Massachusetts and across the country. His holistic approach to financial management includes a thorough planning process and personalized strategies for his clients. Mike is a graduate of UMASS-Dartmouth, where he earned a Bachelor of Science in Finance. Prior to forming Mercantile Private Wealth Management, Mike was a Vice President of Investments at Morgan Stanley. Mike has been recognized by Forbes as a Next-Gen Best-In-State Wealth Advisor in 2019. He is actively involved in the community, serving on the Board of Directors for Canines for Disabled Kids, as well as coaching youth Baseball.

About Mercantile Private Wealth Management

Mercantile Private Wealth Management was founded with a determination to provide informed, unbiased, and customized advice to help clients reach their goals. We believe forging long-term relationships that serve you well is at the heart of everything we do.

Advisory Services Provided:

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

List of Additional Advisors in Charlestown, Massachusetts*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Kevin Connors
Inquire with Kevin
10 City Sq, Fl 4, Charlestown, MA  02129 617-580-4186
City Square Wealth Management
Inquire with City
10 City Sq, Fl 4, Charlestown, MA  02129 617-580-4155
Kelly Hudak
Inquire with Kelly
10 City Sq, Fl 4, Charlestown, MA  02129 617-580-4163
Mark Aubuchon
Inquire with Mark
5 Austin Street, Charlestown, MA  02129 781-284-0347
Erica Hubbard
Inquire with Erica
127 Main St, Ste 12, Charlestown, MA  02129 617-455-1866
James Swallow Jr
Inquire with James
529 Main St, Ste P200, Charlestown, MA  02129 617-337-3239
Childs Financial Services
Inquire with Childs
2 Lincoln Place, Charlestown, MA  02129 617-580-0580
    Talk to an advisor
    • Find pre-screened advisors
    • Review matched profiles
    • Receive free initial consultation

    Are You A Financial Advisor
    in Massachusetts?

    Grow your AUM with pre-qualified leads!


    Customer Reviews

    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?