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Find Top Financial Advisors in Foxboro, 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 Foxboro, 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 Foxboro

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 Foxboro, Massachusetts
Financial Advisor Office Location Phone Number
Bob Andreola
Edelman Financial Engines, LLC
16 Chestnut St.,
Foxboro, MA  02035
(508) 203-4071
Adam Wojtkowski, CFP(R), EA
Smith, Salley & Associates
55 West Street,
Walpole, MA  02081
(508) 450-7841
Greg Harris
Creative Planning
---,
Boston, MA  02482
(617) 634-2921
Michael Cammarata
MSA Financial
25 Braintree Hill Park,
Braintree, MA  02184
(781) 843-3500
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
Fredric Weldon, CFA
Polaris Advisors, LLC
550 Cochituate Road,
Framingham, MA  01701
(508) 481-2299
Jim Rose
Baystate Financial
134 Turnpike Road Suite 300,
Southborough, MA  01772
(774) 843-4935
Ben Djelassi
Creative Planning
---,
Norwell, MA  02061
(857) 331-3889
Sara C. Gibbs
Sara Gibbs Wealth Management
34 Inner Harbor,
Scituate, MA  02066
(330) 329-4117
Jared Rubin
Edelman Financial Engines, LLC
25 Burlington Mall Road,
Burlington, MA  01803
(339) 234-5600
Peter Canniff
Advanced Portfolio Design, LLC
515 Groton Road,
Westford, MA  01886
(978) 850-4910
Justin Hudock
Starboard Wealth Management
9 Appaloosa Way,
Marstons Mills, MA  02648
(508) 221-7076

Information on Qualified Financial Advisors in Foxboro

Qualifications CRD# 1924032
FirmCRD# 104510
Series 66


Office Location 16 Chestnut St.,
Suite 220,
Foxboro,
MA 
02035
Phone Number (508) 2034071

Since 1992, Ive been helping my clients achieve an ever-increasing degree of financial independence. As a financial planner, I get to experience a great degree of personal and professional satisfaction assisting people in their pursuit of their financial goals. My free time is filled being with family and friends, hiking, skiing, exercising, and riding my motorcycle.

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# 4803455
FirmCRD# 129614
Series 63, 66

Compensation/Fee Fee-Based


Office Location 55 West Street,
Suite 201,
Walpole,
MA 
02081
Phone Number (508) 4507841

Adam is a native of Worcester, MA and joined SS&A in July 2019 to found the firm's Boston office. Adam has been in the financial services industry for almost 15 years and prior to joining SS&A, he worked for Beaumont Financial Partners. In 2010, Adam earned his CFP® certificate and in 2015 he became an IRS Enrolled Agent. His combined skill set of financial planning concepts and tax strategies enables Adam to serve clients in a comprehensive and tax-efficient manner. Outside of work, Adam enjoys spending time with his wife and two daughters as well as following all Boston sports.

About Smith, Salley & Associates

Founded in 2003, Smith, Salley & Associates, LLC (SS&A) is an SEC Registered Investment Advisory firm (RIA) located in Greensboro, NC and Walpole, MA. Our primary goal is building relationships with clients who seek a long-term partnership with their financial advisor. Our clients include high net worth individuals, trusts, foundations, profit sharing plans, and corporations. We provide comprehensive wealth management to our clients which includes portfolio management and financial planning services. Our industry experience and professional designations enable our team to manage separate accounts using individual securities. In short, this means each client portfolio is a unique combination of cash, stocks and bonds tailored to the stated objectives of the account owner. This approach to wealth management gives us the highest level of control over risk, taxes, and fees which studies have shown to be the three drivers of long term performance. Our team is dedicated to your success and we have the talent and knowledge to help you attain your goals.



Qualifications CRD# 2928601
FirmCRD# 105348


Office Location ---,
Boston,
MA 
02482
Phone Number (617) 6342921

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 4846748
Series 7, 63, 66

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


Office Location 25 Braintree Hill Park,
Suite 205,
Braintree,
MA 
02184
Phone Number (781) 8433500

Mike is a Partner at MSA Financial and a CERTIFIED FINANCIAL PLANNER® practitioner. Interacting with clients and guiding them toward a confident and comfortable retirement is Mike's priority. Mike specializes in helping individuals, couples and families develop and implement sound financial strategies by providing comprehensive planning and investment advice. Mike especially enjoys the personal relationships he has developed with clients over the years. Mike also supports small business owners, especially those in professional services. These owners looks to Mike to help them keep more of what they make through extensive financial planning, retirement plan construction and tax planning. Mike joined MSA Financial in 2004. He is a graduate of St. Anselm College in Manchester, NH with a Bachelor of Arts in Financial Economics. He holds the Series 7 (FINRA General Securities Representative), Series 63 (NASAA Uniform Securities Agent State Law Examination), Series 66 (NASAA Uniform Combined State Law Exam), Variable Life and Annuity, and Massachusetts Individual Insurance Producers licenses.

About MSA Financial

Helping people live their lives with financial confidence. Being able to live through life stages into retirement begins with making good decisions about your financial future. Partnering with a seasoned firm with knowledgeable, trusted financial advisors who understand your needs can make these important choices easier. Experience We have managed money through some dramatic markets. Today's investing environment is no less dynamic. Managing risk is how best to stay ahead. What we do best is seek the opportunities amid all the changes and volatility. We take a holistic approach to protecting and safeguarding client portfolios. Expertise Our advisors help clients envision how they can afford to retire. By creating a personal plan, we work to maximize the income and minimize the risks of volatile markets. We actively manage your financial portfolio and keep you informed all along the way. Independence We are an independent firm. This means we have access to a myriad of investment choices and have no allegiance to any company in particular. Our financial advice and investment recommendations are unbiased and firmly rooted in our client's needs and goals. Let us help you live your life with financial confidence.



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 65


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

As financial planner with more than 20 years of experience, I enjoy helping my clients make the best decisions with the resources they have. My goal is to help them plan properly to be able to reach their future financial goals. I enjoy giving back to my community by volunteering to help service members and their families. Im also a hockey coach and a big Boston Bruins fan.

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# 2351652
FirmCRD# 35747
Series 7, 24

Compensation/Fee Fee-Based, 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# 5727319
FirmCRD# 10409
Series 6, 7, 63

Compensation/Fee Fee-Based


Office Location 134 Turnpike Road Suite 300,
Southborough,
MA 
01772
Phone Number (774) 8434935

The key to personal financial success is having clearly defined goals and objectives. Jim strives to deliver personalized advice and solutions to help accomplish the goals and objectives of his clients and their families or businesses. My first priority is understanding what is important to you and what your vision of financial success is. At Baystate Financial, you will find that we are committed to each client's individual financial success. Unlike companies that offer standardized solutions to complex problems, we first listen to you and then think objectively in terms of how to best meet your specific needs. We then work within your existing financial program and partner with your other professional advisors to develop strategies and solutions that help you achieve your goals. Planning for retirement today is different than it used to be. With over 10 years of financial services industry experience, I guide my clients in creating retirement strategies that help meet their long-term financial objectives, in a variety of market conditions.

About Baystate Financial

Since we opened our doors in 1901, weve developed the experience and expertise to better understand what our clients need to be successful. Put that knowledge to work and discover what is possible when the focus of an award-winning firm is on YOU. Baystate Financial has built a reputation for helping its clients gain clarity, leverage and financial independence. Clarity with regard to what having wealth means to them; leverage with regard to the ways they integrate and coordinate their assets and income to build, protect and distribute wealth in an efficient and effective manner; and financial independence with the knowledge that they have made informed and appropriate decisions appropriate for the complex financial lives they tend to lead. We believe that Baystate Financials greatest strength is its network of talented people, the passion they have for their work, and the collaborative culture they embrace. All across New England, our associates make us a best place to work. Our focus always is to foster an environment that encourages their best thinking and supports their personal and professional development so that we bring the best to each other and to our clients day in and day out, David C. Porter, Managing Partner. Baystate is headquartered in Boston MA, and has 17 office locations throughout New England with over 650 employees. Baystate Financial specializes in many things such as financial planning, business and estate planning, retirement planning, as well as a variety of protection and investment products.



Qualifications CRD# 4555780
FirmCRD# 105348


Office Location ---,
Norwell,
MA 
02061
Phone Number (857) 3313889

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 1571445
FirmCRD# 29678

Compensation/Fee Fee Only


Office Location 34 Inner Harbor,
Scituate,
MA 
02066
Phone Number (330) 3294117

Sara Gibbs is an registered investment consultant and financial advisor who provides personal attention to your financial goals. As a full service, licensed investment professional since 1986 Sara can manage your portfolio of investments and works closely with many individual money managers. She specializes in wealth accumulation and retirement planning. She holds licenses in both securities and insurance. Special emphasis on: Asset Allocation Portfolio Management Wealth Accumulation and Preservation Sara and her husband Arthur reside in Scituate, MA

About Sara Gibbs Wealth Management

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.



Qualifications CRD# 5228974
FirmCRD# 104510
Series 66


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

I became a financial planner over a decade ago because I enjoy helping my clients in achieving peace of mind and pursuing their life dreams through financial planning. In my time away from work, I enjoy hiking in the mountains with my wife and two daughters. I also like keeping my mind sharp and building new skills. Currently, Im learning to play guitar.

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.



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# 2909908
FirmCRD# 307253
Series 65

Compensation/Fee Fee Only, Based on Assets


Office Location 9 Appaloosa Way,
Marstons Mills,
MA 
02648
Phone Number (508) 2217076

Justin Hudock attended Trinity College in Hartford, Connecticut and earned a BA in Economics. He also has an MBA from the Isenberg School at the University of Massachusetts, Amherst. Justin started working on Wall Street right out of school, and over a 20+ year career has worked for proprietary trading companies, hedge funds and independent RIAs before opening Starboard Wealth Management. He now manages investments with a laser focus of improving investment returns and keeping fees as low as possible. Justin excels at straight-forward, accurate and prompt communications with clients.

About Starboard Wealth Management

Starboard Wealth Management is dedicated to a personalized, well communicated approach to maximizing each clients after-tax return, and minimizing the fees they pay to get there. As a fiduciary, Starboard is guided by the heuristic of treating every client as if they were a family member. Trust is built through thoughtful and wise decisions, and clear and timely communications.



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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?