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Find Top Financial Advisors in Needham, Massachusetts

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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.

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Finding the Top Financial Advisor in Needham, Massachusetts
Last Updated - 23-Mar-2023

Needham has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 9 non-vetted advisors in your local area. These financial advisors in Needham, Massachusetts have an average of 19 years of experience.

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

Qualified Financial Advisors in Needham, 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
Rich Testa
CFP®, RIA
TESTA ASSOCIATES
181 Worcester Street,
Natick, MA 01760
22 $17000000 Not Specified Fee-Based
Michael MacLean
CFP®
MERCANTILE PRIVATE WEALTH MANAGEMENT
255 Park Ave,
STE 1000,
Worcester, MA 01609
14 Not Specified Not Specified Fee-Based
Bluebird Wealth Management
BLUEBIRD WEALTH MANAGEMENT
6 Felton Ln,
West Newbury, MA 01985
11 $90,000,000 $250,000 Fee-Only

Information on Qualified Financial Advisors in Needham

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.

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,
Natick,
MA
01760
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 CRD# 5457640
Firm CRD# 5457640
Series 7, 66

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


Office Location 255 Park Ave,
STE 1000,
Worcester,
MA
01609
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


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

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


Top Financial Advisor Firms in Needham, Massachusetts (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
BEAUMONT FINANCIAL PARTNERS LLC
250 1st Avenue , Suite 101,
Needham, MA 2494
$3,027,042,866 3616 A percentage of AUM
Hourly charges
Fixed fees
PINNACLE PENSION CONSULTANTS LLC
1492 Highland Ave. , Suite 9,
Needham, MA 2492
$1,379,750,121 65 A percentage of AUM
Hourly charges
Fixed fees
Other (% OF ASSETS UNDER CONSULTATION)
ARMSTRONG ADVISORY GROUP INC.
144 Gould Street , Suite 210,
Needham, MA 2494
$889,124,634 2562 A percentage of AUM
Fixed fees
STAGE HARBOR FINANCIAL
197 First Avenue , Suite 220,
Needham, MA 2494
$836,371,229 1002 A percentage of AUM
Fixed fees
CENTERPOINT ADVISORS, LLC
175 Highland Avenue , Suite 302,
Needham, MA 2494
$560,471,812 879 A percentage of AUM
Hourly charges
Performance Based
FSA WEALTH MANAGEMENT, LLC
144 Gould Street , Suite 120,
Needham, MA 2494
$352,000,000 791 A percentage of AUM
Hourly charges
Fixed fees
GOODMAN ADVISORY GROUP, LLC
197 First Avenue , Suite 130,
Needham, MA 2494
$317,127,211 735 A percentage of AUM
Hourly charges
Fixed fees
DARROW WEALTH MANAGEMENT
200 Reservoir Street , Suite 303,
Needham, MA 2494
$241,920,094 383 A percentage of AUM
Hourly charges
Fixed fees
COMMONS CAPITAL, LLC
254 Second Avenue , Suite 130,
Needham, MA 2494
$184,316,352 432 A percentage of AUM
Fixed fees
FORNESS FINANCIAL LLC
105 Chestnut Street , Suite 12,
Needham, MA 2492
$167,000,000 701 A percentage of AUM
TRAUB CAPITAL MANAGEMENT
97 Chapel St , Suite 7,
Needham, MA 02492-2680
$148,641,154 94 A percentage of AUM
Hourly charges
METHOD ADVISORS, LLC
117 Kendrick Street , Suite 300,
Needham, MA 2494
$147,200,000 4 A percentage of AUM
Performance Based
CHARLES CARROLL FINANCIAL PARTNERS, LLC
1329 Highland Avenue,
Needham, MA 2492
$125,258,197 54 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Needham, Massachusetts*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Lifeline Financial Partners
    Inquire with Lifeline
    701 Greendale Ave, Needham, MA  02492 877-649-4015
    Heritage Wealth Management
    Inquire with Heritage
    75 Second Avenue, Suite 605, Needham, MA  02494 781-444-7100
    Drew Gormley
    Inquire with Drew
    133 Chapel St, Needham, MA  02492 781-449-1512
    Suzanne Saville
    Inquire with Suzanne
    133 Chapel Street, Needham, MA  02492 508-404-3865
    John R. Simeone
    Inquire with John
    162 Washington Ave, Needham, MA  02492 781-449-3797
    Edward Jones
    Inquire with Edward
    1110 Great Plain Avenue, Needham, MA  02492 781-444-3259
    Edward Jones
    Inquire with Edward
    1110 Great Plain Avenue, Needham, MA  02492 781-444-3259
    Tyler Ash
    Inquire with Tyler
    95 Highland Avenue, Needham, MA  02494 617-312-4375
    Evelina Fitzgerald
    Inquire with Evelina
    95 Highland Avenue, Needham, MA  02494 617-680-8952
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