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Find Top Financial Advisors in Franklin, 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 Franklin, 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 Franklin

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 Franklin, Massachusetts
Financial Advisor Office Location Phone Number
Bob Andreola
Edelman Financial Engines, LLC
16 Chestnut St.,
Foxboro, MA  02035
(508) 203-4075
Adam Wojtkowski, CFP(R), EA
Smith, Salley & Associates
55 West Street,
Walpole, MA  02081
(508) 450-7841
Nick Loring, CFP®, CIMA®, MBA, CRPC®, CRPS®
Loring Advisory Group
600 Putnam Pike,
Greenville, RI  02828
(401) 949-4196
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
Jason Siperstein, CFP®, CFA
Eliot Rose Wealth Management
1300 Division Rd,
West Warwick, RI  02893
(401) 588-5122

Information on Qualified Financial Advisors in Franklin

Qualifications CRD# 1924032
FirmCRD# 104510
Series 7, 9, 10, 24, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 16 Chestnut St.,
Suite 220,
Foxboro,
MA 
02035
Phone Number (508) 2034075

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 1989. Earned the Certified Financial Planner certification. Bachelor's degree in Criminal Justice from Northeastern University and a J.D from the University of Massachusetts School of Law.

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 (Fee and Commissions)


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# 5974514
FirmCRD# 8032
Series 7, 24, 66

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


Office Location 600 Putnam Pike,
Suite 4,
Greenville,
RI 
02828
Phone Number (401) 9494196

Nick is a full-service financial planner who is passionate about giving back to the community. He serves in several leadership roles around Rhode Island, where he volunteers his time to local organizations. Nick is known for his all-in approach to financial advice, where clients call him with a multitude of financial questions-from advice on investments to settling an estate and buying a new home. Nick began his professional career on active duty with the US Army, serving more than five years as a Field Artillery officer and rising to the rank of Captain. It was during his deployment to Iraq in support of Operation Iraqi Freedom that Nick got his first experience as an asset advisor. He was responsible for distributing almost $5 million in the form of humanitarian aid, small business loans, and infrastructure improvements to the local population. He was awarded a Bronze Star for his service overseas. Nick grew up and resided in Smithfield for much of his life and graduated from Smithfield High School. He is a graduate of Bryant University, where he earned his BSBA with a concentration in Finance. He earned his MBA from Mississippi State University and is a Certificant of the Investment Management Theory & Practice program through the Yale University School of Management. When he's not at work, you can find Nick playing golf, reading, or traveling with his wife, Jennifer, and daughter, Georgia.

About Loring Advisory Group

We're not just asset managers-we are trusted financial partners. We understand the complexities of acquiring wealth. Our priority is to simplify this process for you. Allow our expertise to guide you so that you're not burdened by your finances and can spend your time doing the things you love. We'll help you manage and preserve your wealth. At Loring Advisory Group, we provide Financial Advice for Life®. We have extensive experience providing the following services to high-net-worth individuals and their families, as well as to family businesses and foundations: Personal Financial Planning, Investment Management, Business Management, Tax Planning Services, Retirement Planning and Sustainable Income Strategies, Life, Long-Term Care, and Disability, Estate Planning, Social Security and Medicare Analysis We help you make informed decisions as you travel through the various stages of life. Using a holistic approach, we develop a comprehensive evaluation of your current assets and your predicted future financial state-including anticipated contributions and withdrawals. A financial plan is a road map of your life. It is a living document that accounts for your income, your employer sponsored retirement plan, your insurance, your investments and much more. We are passionate about educating clients because we know that once you understand the strategy, you won't just be dreaming about retirement but you'll be planning it! Our job is to do the hard work so you don't have to. Instead, you can spend your time enjoying life the way you've always envisioned.



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.



Qualifications CRD# 5722409
FirmCRD# 120465

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


Office Location 1300 Division Rd,
Suite 301,
West Warwick,
RI 
02893
Phone Number (401) 5885122

ABOUT ME I have always been proud to be a Rhode Islander, and having grown up in Warwick I am excited to grow my family and own a business here. After graduating from The Wheeler School, I left Rhode Island for almost a decade. First, I studied at Emory where I earned a Bachelors in Business Administration in Consulting & Venture Management. I then moved to Manhattan where I worked as a consultant and later for a boutique investment firm. While I miss the hole-in-the-wall ethnic restaurants, I was happy to return home to my roots. Almost a decade ago I made the transition back to Rhode Island to work with my father in the firm he started. Family has always been most important, and he named our firm after my sister and me. There are currently three generations of Siperstein men working at my firm! Along the way, I earned a CFA and CFP designation, and I currently serve as the President of the Financial Planning Association of Rhode Island. In my free time, I enjoy trying new restaurants and spending time with my growing family. EDUCATION My educational background includes a BBA from Emory University in Atlanta, Georgia. I hold the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. FUN FACTS Favorite Restaurant: Rasa | Favorite Book: Factfulness | Favorite "Sport": Ping Pong

About Eliot Rose Wealth Management

OVERVIEW Eliot Rose Wealth Management is a fee-only financial planner in Rhode Island. We provide comprehensive financial planning and investment management services to clients transitioning into retirement. As a fiduciary, we always put our clients needs first, and never earn a commission of any kind. FINANCIAL PLANNING At the start of the 20th century, life expectancy was under fifty. Now in 2020, one can expect to live well into their eighties. Our practice is centered around this thirty-year longevity bonus that we call retirement. As life changes, so do your questions about your financial health and well being. At some point you may have struggled with questions as to when you can retire, and how to balance that with caring for aging parents and young adult children. It is our goal to be there with you along the way - helping to guide you forward to make the decisions that are best for you. INVESTMENT MANAGEMENT Investment management begins with financial planning. Through planning we learn about you and your needs, which serves as the backbone to our investment approach. We review and analyze thousands of investment opportunities, carefully evaluating all costs and tax considerations before arriving on the right strategy for you.



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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?