Find Top Financial Advisors in Norwell, 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 Norwell, Massachusetts
Last Updated - 23-Mar-2023

Norwell has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 37 non-vetted advisors in your local area. These financial advisors in Norwell, Massachusetts have an average of 20 years of experience.

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

Qualified Financial Advisors in Norwell, Massachusetts
Financial Advisor Experience AUM Minimum Assets Fee Structure
Josh Darwin
669 South St,
Needham, MA 02492
30 Not Specified $100,000.00 Fee-Based
Bluebird Wealth Management
6 Felton Ln,
West Newbury, MA 01985
11 $90,000,000 $250,000 Fee-Only

Information on Qualified Financial Advisors in Norwell

Qualifications CRD# 2153443
Firm CRD# 125004
Series 63, 65

Compensation/Fee Fee-Based

Office Location 669 South St,
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 Firm CRD# 293420

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

Office Location 6 Felton Ln,
West Newbury,
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 Norwell, Massachusetts (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
120 Longwater Drive , Suite 100,
Norwell, MA 2061
$549,474,439 468 A percentage of AUM
Fixed fees
Performance Based
80 Washington Street , Building E-13,
Norwell, MA 02061-1729
$231,077,646 408 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Norwell, Massachusetts*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Arsenal Financial LLC
    Inquire with Arsenal
    99 Longwater Circle, Suite 204, Norwell, MA  02061 781-335-9100
    Bill Cratty
    Inquire with Bill
    80 Washington St, Ste E11, Norwell, MA  02061 781-792-0200
    Bennett White
    Inquire with Bennett
    141 Longwater Drive, Ste 102, Norwell, MA  02061 781-681-4934
    Bruce Henderson
    Inquire with Bruce
    141 Longwater Drive, Ste 102, Norwell, MA  02061 781-681-4908
    Peter Birnie
    Inquire with Peter
    80 Washington St, Bldg G-37, Norwell, MA  02061 781-878-5104
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    141 Longwater Drive, Ste 102, Norwell, MA  02061 781-681-4900
    Peter Ashley Ramsay
    Inquire with Peter
    80 Washington St, Ste E11, Norwell, MA  02061 781-792-0200
    Marty Ghiringhelli
    Inquire with Marty
    80 Washington St, Ste E11, Norwell, MA  02061 781-792-0200
    John Tritle
    Inquire with John
    101 Longwater Cir, Bldg 1 Ste 202, Norwell, MA  02061 781-982-0155
    PAR Advisory Group
    Inquire with PAR
    80 Washington St, Ste E11, Norwell, MA  02061 781-792-0020
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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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      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?