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Find Top Financial Advisors in Chelmsford, Massachusetts

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Chelmsford, Massachusetts. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Chelmsford

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Chelmsford, Massachusetts
Financial Advisor Office Location Phone Number
Peter Canniff
Advanced Portfolio Design, LLC
515 Groton Road,
Westford, MA  01886
(978) 850-4910
Jared Rubin
Edelman Financial Engines, LLC
25 Burlington Mall Road,
Burlington, MA  01803
(339) 234-5600
Mark D Felt
Lignum Wealth Management
500 Edgewater Drive 511A,
Wakefield, MA  01880
(781) 334-8060
Fredric Weldon, CFA
Polaris Advisors, LLC
550 Cochituate Road,
Framingham, MA  01701
(508) 481-2299
Bill Keyser
UBS Financial Services
55 William St,
Wellesley, MA  02481
(781) 446-8955
Noah French
Edelman Financial Engines, LLC
57 Wells Ave.,
Newton, MA  02459
(339) 225-4970

Information on Qualified Financial Advisors in Chelmsford

Office Location 515 Groton Road,
Suite 201,
Westford,
MA 
01886
Phone Number (978) 8504910

About Advanced Portfolio Design, LLC

Knowing, understanding and communicating with our clients are our top priorities. Within a year of becoming Wealth Planning clients at Advanced Portfolio Design, LLC: I want clients to say Wow, I really feel like we are doing all of the right things to protect and build and pass on our wealth; we are using the most appropriate investment, tax, insurance and estate strategies. We have a handle on our property ownership and our business interests.



Qualifications CRD# 5228974
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 25 Burlington Mall Road,
Suite 405,
Burlington,
MA 
01803
Phone Number (339) 2345600

Joined Edelman Financial Engines in 2011. Began his career in the financial services industry in 2006. Earned the Chartered Wealth Strategist and Certified Financial Planner certification(s). Bachelor's degree in Business Management from Washington College.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4594185
FirmCRD# 8032
Series 7, 66


Office Location 500 Edgewater Drive 511A,
Wakefield,
MA 
01880
Phone Number (781) 3348060

Mark Felt is a founder and managing partner of Lignum Wealth Management. Mark was born and raised in Massachusetts and has called Waltham home all his life. Today Mark is lucky enough to live in the very neighborhood he grew up in, allowing him to recount great childhood memories while making new ones living with his fiancé, Kelly, daughter, Livia and golden retriever, Brady. Living in Waltham his whole life has allowed Mark to develop a strong sense of community, relationships and trust. All of which he prides himself on incorporating into his work with each one of his clients. Mark began his career working at Ameriprise Financial Services in 2003. After 11 years focusing on providing clients with exceptional services and expert advice on investment, retirement, tax, estate planning, and other wealth management issues, he branched out and founded Lignum Wealth Management with his partners. Today, Mark brings his expertise, experience, focus on relationships, and trustworthiness to his clients to help them not only reach their financial goals but also to help them feel confident about their future. Outside of Lignum Wealth Management, Mark serves on the Waltham Youth Baseball programs Board of Directors, as well as spearheading the Michael J. Soly Memorial Scholarship Fund and Robert P. Felt Memorial Scholarship Fund in memory of his brother, a Waltham firefighter. In both cases, Mark is largely involved in the fund-raising, selection, and distribution of yearly scholarships to deserving candidates.

About Lignum Wealth Management

At Lignum Wealth Management, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm! Happiness and security in life are built on a few key factors…Family, Occupation, Recreation, and Money. The time you spend with family, the fulfillment you get from your occupation and the enjoyment you realize from your various recreational activities can all be impacted by the worry and concern of how your hard-earned money and assets are being managed. We want you to be able to optimize the first three factors in pursuing happiness and security today by allowing us to worry about the future of your financial security. #PlanToAchive your family, occupation and recreational goals by working with Lignum Wealth Management.



Qualifications CRD# 2351652
FirmCRD# 35747
Series 7, 24

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 550 Cochituate Road,
East Wing, Floor 4, Suite 25,
Framingham,
MA 
01701
Phone Number (508) 4812299

Fredric E. Weldon is the managing director and founder of Polaris Advisors. He serves as the Chief Investment Officer and direct contact for the firm's clients. Ric has been in the Investment Management Business since 1993. Prior to that, he spent 14 years as a Commercial Loan Officer for a number of major Boston banks. Ric became a Financial Planner in 1996, working with clients of a local bank, and subsequently joined a Boston based financial planning firm. He earned his Chartered Financial Analyst credential in 1998 and began focusing his attention on the needs of employees forced into early retirement as a result of the 2001-2002 recession. In 2003, Ric formed Polaris Advisors and registered the firm with the Securities and Exchange Commission. This allows Polaris to operate without a Broker-Dealer as an employer/supervisor. Ric is a single father living in Hopkinton MA with his two children; Kristina and Kyle.

About Polaris Advisors, LLC

Mission/Philosophy: Polaris Advisors, LLC is a fee only Registered Investment Advisor helping individuals and small institutions build, manage and grow investment portfolios to support their lives and charitable missions. We believe our clients should be treated as if they were valued customers in the trust department of a bank, rather than just accounts at a brokerage firm. First and foremost, that means they should receive Investment Management Services delivered under the Fiduciary Standard, and not some watered down "Suitability Rule" that allows an advisor to receive commissions. Services: Polaris Advisors' primary goal is to provide unbiased, honest and accurate financial advice. We provide investment management, tax planning, estate planning, and retirement planning. We meet our clients and prospective clients in our office and/or their home. Relationship: We look for long term relationships with each of our clients. When the bond of familiarity grows between our clients and us, life improves. It's easier and more effective to service clients we know well, while clients gain the confidence of knowing we will take care of them.



Qualifications CRD# 2628737
FirmCRD# 2628737
Series 7, 63, 65

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 55 William St,
Wellesley,
MA 
02481
Phone Number (781) 4468955

Bill has been with UBS Financial Services Inc. since 2002 and has more than 25 years of financial services experience. Bill is an experienced wealth management advisor with a primary focus of working with executives, professionals, affluent individuals and families. His experience ranges from working with families to people at start-up organizations to large corporations. At the center of every relationship is Bill's consultative and proven wealth management process to help clients with what is most important to them. He offers a caring approach and personalized solutions. Bill's knowledge and experience enable him to help determine, formulate and implement appropriate plans to help clients pursue their financial goals. Bill and his family live in Natick, MA. His wife Mary Ann, daughter, Anna and a son, Austin. When not working you can find him coaching on a soccer field, skiing or golfing. Bill holds the Series 3, 7, 63 and 65 securities licenses as well as life insurance licenses and was awarded the CFP® designation.

About UBS Financial Services

About UBS. As the worlds largest wealth manager, UBS is strongly positioned to address the realities of the global economy and a range of our clients sophisticated needs. With more than 150 years of wealth management expertise at its core, UBS focuses on providing relevant guidance, differentiated global perspectives and diverse strategies and solutions for clients worldwide. UBS Financial Advisors are dedicated and passionate professionals who recognize that financial goals and life goals are uniquely intertwined. Through a customized approach, they access the deep resources and wealth management expertise of the firm, to deliver the trusted financial advice clients seek today to confidently move forward.



Qualifications CRD# 3084855
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 57 Wells Ave.,
Suite 31,
Newton,
MA 
02459
Phone Number (339) 2254970

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 1989. Earned the Registered Financial Consultant certification. Bachelor's degree in Finance from Bentley University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



List of Additional Financial Advisors in or around Chelmsford, Massachusetts
Financial Advisor Office Location Phone Number
Tom Fisher CFP
Legacy Financial Advisors
2000 Westpark Drive,
Waltham, MA  02451
(508) 482-9336ext203
Patrick Lawler, CFP®
McAdam - Financially Advanced
84 State Street,
Boston, MA  02109
(857) 753-4046
Kevin Stoddard
Stoddard Financial LLC
234 Copeland Street,
Quincy, MA  02169
(617) 481-5097

Information on Additional Financial Advisors in or around Chelmsford, Massachusetts

Tom Fisher CFP

Legacy Financial Advisors

Qualifications CRD# 1528669
Series 7, 24, 63, 65

Tel: (508) 4829336ext203
2000 Westpark Drive,
Suite 125,
Waltham,
MA 
02451


Patrick Lawler, CFP®

McAdam - Financially Advanced

Qualifications CRD# 5943951
Series 7, 66

Tel: (857) 7534046
84 State Street,
Suite 1040,
Boston,
MA 
02109


Kevin Stoddard

Stoddard Financial LLC

Qualifications CRD# 2740777
FirmCRD# 29604
Series 7, 24, 63

Tel: (617) 4815097
234 Copeland Street,
Suite 220,
Quincy,
MA 
02169


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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.

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?