Find Top Financial Advisors in Plymouth, 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 Plymouth, Massachusetts
Last Updated - 17-Mar-2023

Plymouth has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 9 non-vetted advisors in your local area. These financial advisors in Plymouth, Massachusetts have an average of 11 years of experience.

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

Qualified Financial Advisors in Plymouth, Massachusetts
Financial Advisor Experience AUM Minimum Assets Fee Structure
Bluebird Wealth Management
6 Felton Ln,
West Newbury, MA 01985
11 $90,000,000 $250,000 Fee-Only

Information on Qualified Financial Advisors in Plymouth

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 Plymouth, Massachusetts (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
225 Water St , Suite C210,
Plymouth, MA 2360
$879,833,883 4217 A percentage of AUM
Hourly charges
225 Water Street , Suite A-125,
Plymouth, MA 2360
$396,900,000 2 A percentage of AUM
Performance Based
36 Cordage Park Circle , Suite 217,
Plymouth, MA 2360
$172,346,470 460 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Plymouth, Massachusetts*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Flagship Harbor Advisors
    Inquire with Flagship
    8 Samoset St, Plymouth, MA  02360 508-746-3077
    Rossomando Wealth Management
    Inquire with Rossomando
    170 Water Street, Suite 20, Plymouth, MA  02360 774-404-7692
    Odinic Advisors LLC
    Inquire with Odinic
    64 Court St, #2, Plymouth, MA  02360 774-343-5172
    Emre Oztunc
    Inquire with Emre
    20 North Park Avenue, Plymouth, MA  02360 508-732-5418
    Jon Pierce
    Inquire with Jon
    15 Caswell Ln, Ste 1, Plymouth, MA  02360 508-830-4641
    Edward Jones
    Inquire with Edward
    225 Water St, Suite A205, Plymouth, MA  02360 774-343-5449
    Edward Jones
    Inquire with Edward
    374 Court St, Plymouth, MA  02360 508-998-2318
    Michael Yacoub
    Inquire with Michael
    2 Market Crossing, Plymouth, MA  02360 774-212-2148
    Cynthia Reilly
    Inquire with Cynthia
    2 Market Crossing, Plymouth, MA  02360 774-487-1918
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      Frequently Asked Questions

      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?