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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.

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 Needham, Massachusetts
Last Updated - 13-May-2022

Needham has 10 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 7 non-vetted advisors in your local area. These financial advisors in Needham , Massachusetts have an average of 21 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
Bill Keyser
CFP®
UBS FINANCIAL SERVICES
55 William St,
Wellesley, MA 02481
25 $140,000,000 Not Specified Fee-Only
Gabriel Goodhope
CFP®, ChFC®, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
57 Wells Ave.,
Newton, MA 02459
21 Not Specified Not Specified Fee-Based
Bill Coke
THE WILLIAM R. COKE GROUP
50 Rowes Wharf, 4th Floor,
Boston, MA 02110
Not Disclosed Not Specified Not Specified Fee-Based
Bob Andreola
CFP®, Certificate in Blockchain and Digital Assets
EDELMAN FINANCIAL ENGINES, LLC
16 Chestnut St.,
Foxboro, MA 02035
26 Not Specified Not Specified Fee-Based
Jared Rubin
CFP®, Certificate in Blockchain and Digital Assets
EDELMAN FINANCIAL ENGINES, LLC
25 Burlington Mall Road,
Burlington, MA 01803
12 Not Specified Not Specified Fee-Based
Adam Wojtkowski
CFP®, CPWA®
COPPER BEECH WEALTH GROUP
20 Cabot Boulevard,
Mansfield, MA 02048
19 $40,000,000 250000 Fee-Based
Michael MacLean
CFP®
MERCANTILE PRIVATE WEALTH MANAGEMENT
255 Park Ave,
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
Ronald Newton
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1000 Bald Hill Road,
Warwick, RI 02886
37 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Needham

Qualifications CRD# 2153443
FirmCRD# 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# 2628737
FirmCRD# 8174
Series 7, 63, 65

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


Office Location 55 William St,
Wellesley,
MA
02481
Phone Number 781-446-8955

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.

Advisory Services Provided:

Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses


Qualifications CRD# 4292472
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 57 Wells Ave.,
Suite 31,
Newton,
MA
02459
Phone Number 339-225-4967

I have been helping my clients with their financial planning needs since 2003. I enjoy meeting new people and making a positive difference in their well-being so they can reach the financial goals and rewarding retirement they set out to achieve. Away from work, my wife and I seek out adventures like driving around South Africa, hiking the Dolomites or all things water sports.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 1526771
FirmCRD# 79
Series 7, 66

Compensation/Fee Fee-Based


Office Location 50 Rowes Wharf, 4th Floor,
Boston,
MA
02110
Phone Number 617-654-2849

Bill Coke is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management. With over 30 years of financial services and industry experience, Bill focuses on asset allocation, portfolio management and planning for his clients, who include high-net-worth individuals, corporate executives, foundations, endowments and institutions. He works with his clients to build and customize diverse strategies suited to their specific risk tolerance and consistent with their short- and long-term goals, using a range of asset classes that include fixed income, equities, foreign investments, real estate, commodities and alternatives. Bill also has significant experience in serving middle-market pension plans, money managers, hedge funds and private equity firms, as well as assisting select corporate executives with executing public company control and restricted stock transactions, allowing them to monetize their illiquid holdings. Bill enjoys the challenges inherent in volatile markets and endeavors to translate this passion to the benefit of his clients, backed by a solid organization with leading research and thought leadership, including J.P. Morgan's vast array of institutional money management services. These internal and third-party managers are subject to extensive evaluations, interviews and in-depth questionnaires in order to provide Bill and his team with the tools they need to help his clients meet their financial needs. Prior to joining J.P. Morgan in 1991, Bill worked at Shearson Lehman/American Express and General Reinsurance, where he was responsible for evaluating and underwriting commercial property and casualty risks of Fortune 500 companies. A New England native, Bill grew up in the town of Harvard, Massachusetts, graduating from the University of MassachusettsAmherst with a B.A. in Business and Finance. As an active alumnus, Bill is a Founding Board Governor of the UMass Club in Boston. Being a strong proponent of education in his community, Bill has also served on the Parents Council of the Brooks School in North Andover, and has served two terms on the Board of Trustees at Lawrence Academy in Groton. In his free time, Bill enjoys skiing, running, sailing and spending time with his wife and their two sons at their home in Topsfield, Massachusetts.

About The William R. Coke Group

Mission With over 30 years of experience in the industry, we focus on delivering comprehensive, tailored investment plans designed to meet our clients goals. We deliver world-class research and trading, and support our individual clients by building diversified strategies using a range of asset classes.

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 1924032
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 16 Chestnut St.,
Suite 220,
Foxboro,
MA
02035
Phone Number 508-203-4075

Since 1992, I've 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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5228974
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 25 Burlington Mall Road,
Suite 405,
Burlington,
MA
01803
Phone Number 339-234-5600

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, I'm 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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4803455
FirmCRD# 147923
Series 63, 66

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


Office Location 20 Cabot Boulevard,
Suite 300,
Mansfield,
MA
02048
Phone Number 508-290-0551

Adam is a native of Worcester and started Copper Beech Wealth Group in February 2022. Adam has close to 20 years of experience assisting families in cash flow analysis, risk management, tax planning, investment management, retirement income planning, & estate planning. Adam works to create unique strategies to address complicated wealth management issues, such as minimizing tax implications & optimizing philanthropic support, so each client can effectively control the destination and purpose of their wealth. To do so, he utilizes a comprehensive approach & incorporates a network of trusted advisors such as accounting, legal, real estate & insurance professionals. Adam and his wife Debbie have two beautiful daughters, Avery and Sadie. While they currently reside in Plainville, Adam & Debbie have lived in South Boston, Somerville and Wilmington over the past 15 years.

About Copper Beech Wealth Group

Copper Beech Wealth Groups mission is to stand beside you and help you achieve the peace of mind and confidence to pursue your financial futureno matter what the markets or your life may bring. YOUR GUIDE. We will be a sounding board for your dreams and concerns and assist you in developing and executing an investment strategy that is precisely your own. YOUR PARTNER. We will be a financial partner who shares your vision and works with you to discover all the possible strategies that can help address your financial goals YOUR ADVOCATE. We will be an advocate who supports and helps position you to pursue what matters to you today, tomorrow and for generations to come.

Advisory Services Provided:

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


Qualifications CRD# 5457640
FirmCRD# 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 FirmCRD# 293420

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


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


Qualifications CRD# 1276178
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1000 Bald Hill Road,
Suite 5,
Warwick,
RI
02886
Phone Number 401-262-4986

Throughout my career I have worked with many clients and recognize the benefits that they can derive from working with a trusted and knowledgeable financial advisor. I strive to make each interaction informative and enjoyable and appreciate the opportunity to work with my clients to help them achieve their financial objectives. In my free time, I enjoy spending time with my family, skiing, golfing, boating, hiking and working out.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Needham, Massachusetts
Firm Name AUM No. of Clients Fee Structure
Forness Financial Llc
105 Chestnut Street , Suite 12,
Needham, MA 2492
$167,000,000 701 A percentage of AUM
Fsa Wealth Management, Llc
144 Gould Street , Suite 120,
Needham, MA 2494
$352,000,000 791 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
Goodman Advisory Group, Llc
197 First Avenue , Suite 130,
Needham, MA 2494
$317,127,211 735 A percentage of AUM
Hourly charges
Fixed fees
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
Stage Harbor Financial
197 First Avenue , Suite 220,
Needham, MA 2494
$836,371,229 1002 A percentage of AUM
Fixed fees
Traub Capital Management
97 Chapel St , Suite 7,
Needham, MA 02492-2680
$148,641,154 94 A percentage of AUM
Hourly charges
Centerpoint Advisors, Llc
175 Highland Avenue , Suite 302,
Needham, MA 2494
$560,471,812 879 A percentage of AUM
Hourly charges
Performance Based
Method Advisors, Llc
117 Kendrick Street , Suite 300,
Needham, MA 2494
$147,200,000 4 A percentage of AUM
Performance Based
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)

    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 St, 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
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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.

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      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?