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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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.
Norwood
has
5
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
6
non-vetted advisors in your local area. These financial advisors in
Norwood, Massachusetts
have an average of
19
years of experience.
NOTE: The list of financial
advisors in
Norwood, 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
Norwood, Massachusetts.
| Qualified Financial Advisors in Norwood, 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 |
| Adam Wojtkowski
CFP®, CPWA® COPPER BEECH WEALTH MANAGEMENT 20 Cabot Boulevard, Suite 300, Mansfield, MA 02048 |
19 | $40,000,000 | 250000 | 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 |
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.
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.
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# 4803455
Firm CRD# 321059
Series 63, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
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.
Copper Beech Wealth Group's mission is to stand beside you and help you achieve the peace of mind and confidence to pursue your financial future - no 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
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.
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
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 Norwood, Massachusetts (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| SHOREPOINT CAPITAL PARTNERS LLC
220 Norwood Park South , Suite 101, Norwood, MA 2062 |
$470,985,561 | 922 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
| FINARC INVESTMENTS, INC.
3 Edgewater Drive , Suite 301, Norwood, MA 2062 |
$152,567,923 | 381 |
A percentage of AUM Hourly charges Fixed fees |
| PROFICIENT WEALTH COUNSELORS, LLC
77 Access Road , Suite 6, Norwood, MA 2062 |
$106,272,405 | 453 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| John Lanahan Inquire with John |
501 Providence Hwy, Norwood, MA 02062 | 781-349-8440 |
| Roger Cummings Inquire with Roger |
501 Providence Hwy, Norwood, MA 02062 | 781-349-8440 |
| Thomas L Reardon Inquire with Thomas |
501 Providence Hwy, Norwood, MA 02062 | 781-349-8440 |
| Steven Healey Inquire with Steven |
501 Providence Hwy, Norwood, MA 02062 | 781-349-8440 |
| Qiaoyan Chen Inquire with Qiaoyan |
501 Boston Providence Hwy, Norwood, MA 02062 | 781-269-5270 |
| Hellen Chen Inquire with Hellen |
501 Boston Providence Hwy, 1st Floor, Norwood, MA 02062 | 781-269-5270 |
Grow your AUM with pre-qualified leads!
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