Find Top Financial Advisors in Westford, Massachusetts

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

I have worked in the investment industry for over three decades. Unlike many planners and advisors, I provide clients with customized portfolios made up of individual stocks and bonds that our Boston based team select. In my opinion this is a better option for clients because it avoids the problem of fees on top of fees associated with using mutual funds and other products. We also can provide comprehensive financial planning so that a client's portfolio meets their goals and risk needs.

In 2022, our firm adopted the name Waverly Advisors, LLC, reflecting our commitment to long-term partnerships rooted in strength, trust, and deep connection.

A Waverly is defined as a meadow filled with quaking aspen trees. Aspens are remarkable for many reasons: not only are they the most widely distributed tree in North America, but a grove of aspen trees is actually a single organism, connected by an intricate network of roots. This root system can grow and spread for decades before a single trunk rises above the surface. Since 1999, Waverly Advisors has been cultivating its own networkrooted in strength and growing together. Our culture and values keep our team closely connected as our presence continues to expand across the U.S.

Much like aspen trees, which rely on a shared root system for mutual support, we believe in building a strong, interconnected financial strategy that supports every aspect of wealth management. We create integrated financial plans that work in harmony to help foster sustainable growth, address investments, estate planning, tax strategies, and more.

The evolution of our team and firm is a reflection of the essence of the name we chose, a name that symbolizes both our deep roots and our commitment to growth.

Claro Advisors is a fiduciary wealth management company that provides holistic financial planning and customized investment management. Claro provides wealth optimization across every area of a client's financial life. Claro does this by building and managing custom portfolios designed with the goal of delivering financial independence and enhanced growth for individuals and families, while providing financial planning, legacy planning, tax planning services.

Brendan was born and raised in Dublin, New Hampshire, attended Colby College in Maine and now splits his time between Massachusetts and Maine with his Wife, Nicole and their dog, Lily. Brendan joined the financial advice industry in 2015 and teamed up with Pinnacle Investments in 2019. He was drawn to the small family business feel of Pinnacle as well as the commitment to client service. His practice is designed to provide peace of mind through expert financial advice and consistent communication as clients work towards and enjoy retirement. His greatest joy is getting to know his clients and their families. Outside of the office, Brendan enjoys staying active through Brazilian jiu-jitsu and running with Lily.

At Pinnacle Investments, we have the knowledge, education, and credentials youd expect from an investment firm. Our suite of products and services includes everything from traditional stocks, bonds, CDs, and mutual funds to personal financial planning, asset allocation, managed portfolios, and corporate pension plans, as well as unique investment opportunities including private placements and alternative investments. Your best life begins with financial independence that fits your lifestyle. Discover new financial and investment management advice from one of our advisors.