Norwell, MA
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Find Top Financial Advisors in Norwell, Massachusetts

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 Norwell, Massachusetts

Last Updated - May 16, 2024

Norwell has 7 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Norwell, Massachusetts have an average of 33 years of experience.

NOTE: The list of vetted financial advisors in Norwell, Massachusetts mentioned below does 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
Jordan Cohne
RICP®
PRUDENTIAL
448 Turnpike Street,
Suite 1-G-A,
South Easton, MA 02375
Not Disclosed Not Specified Not Specified Not Specified
Edelman Financial Engines, LLC
57 Wells Ave.,
Suite 31,
Newton, MA 02459
Not Disclosed $205,600,000,000 Not Specified Fee-Based
Jonathan Straus
CSNA (Certified Special Needs Advisor)
COMMONS CAPITAL
254 Second Avenue, Suite 130,
Needham, MA 02494
24 Years $24,000,000,000 $25,000,000 Fee-Based
Savant Wealth Management
SAVANT WEALTH MANAGEMENT
80 William Street,
Suite 260,
Wellesley, MA 02481
35 Years Not Specified Not Specified Fee-Only
Allworth Financial
ALLWORTH FINANCIAL
800 South Street Suite 350,
Waltham, MA 02453
Not Disclosed Not Specified Not Specified Fee-Based
Edelman Financial Engines, LLC
25 Burlington Mall Road,
Suite 405,
Burlington, MA 01803
Not Disclosed $205,600,000,000 Not Specified Fee-Based
Ronald Newton
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1485 South County Trail,,
Suite 101,
East Greenwich, RI 02818
40 Years Not Specified Not Specified Fee-Based

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Information on Qualified Financial Advisors in Norwell, Massachusetts

Qualifications CRD# 4763296
Firm CRD# 5685
Series 7, 66


Office Location 448 Turnpike Street,
Suite 1-G-A,
South Easton,
MA
02375
Phone Number 508-219-0301

Jordan has been a Financial Advisor with Prudential since 2004, right after graduating from the University of Massachusetts at Amherst. He began his career working alongside his father Marty, who was also an advisor with Prudential for 45 years before retiring in 2018. Marty inspired Jordan to become an advisor, by showing him the importance of helping clients make prudent financial decisions and instilled in him many of the values he incorporates into his practice today. Jordan's consultative approach provides his clients with education and guidance. Jordan is a qualifying member of MDRT's Top of the Table, as well as being a member of Prudential's Chairman's Council. His spare time is spent with his wife and two daughters, traveling, and exercising. I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better! Click HERE to learn more about Jordan Cohne

About Prudential

Prudential

The Value of Prudential

Challenges. Solutions. Confidence.

At Prudential, our work helps drive a simple, powerful series of events: one that begins when individual and institutional clients come to us with financial challenges, both great and small. It’s a process we’ve refined since 1875, thanks to a mindset guided by our business strength and the intelligence of our solutions – each a standard bearer in the market. With our strong balance sheet, solid capital position, and talent that ranks among our industry’s best, we’re committed to creating solutions that help deliver confidence to the lives of our clients. We look forward to taking on your challenges, too.

Guidance for your Financial Journey

When you work with a financial professional like me, you’ll do more than simply find a bridge between Prudential’s products and your financial concerns. You’ll also gain access to a network of professionals geared to help you meet the challenges of your financial life. It’s a relationship based on integrity. On trust. And on a commitment to helping you find financial confidence – at every step along the way, no matter your stage of life. 1077814-00003-00


For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window

Qualifications Firm CRD# 104510

Compensation/Fee Fee-Based


Office Location 57 Wells Ave.,
Suite 31,
Newton,
MA
02459
Phone Number 617-556-2372

About Edelman Financial Engines, LLC

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 investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices across the country and entrusted by more than 1.3 million clients to manage more than $270 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 Barron's 2023 Top 100 RIA Firms list, an eight-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered. 2Data as of Dec. 31, 2023.


Qualifications CRD# 2839717
Firm CRD# 165738
Series 7, 24, 63, 65, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 254 Second Avenue, Suite 130,
Needham,
MA
02494
Phone Number 617-431-5155

Jonathan is the Founding Principal of Commons Capital. He has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America  three of them by way of acquisition. Jonathan has an extensive background providing comprehensive wealth management advice and services to individuals, multigenerational families, businesses and institutions. He is a member of a select group of advisors who can offer personalized, discretionary asset management services. This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy. For the last 13 consecutive years, Jonathan received the Boston Magazine FIVE STAR Wealth Manager Award for Overall Satisfaction. Five Star Professional partnered with Boston Magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Fewer than 3% of the 20,000 wealth managers in the Boston area were selected. For the last 12 years, Jonathan was named to the Barron's Winners Circle Top Independent Advisors and invited to attend the annual conference. The Barron's Winner's Circle Top Independent Advisors Summit brings together the best in the business. It is designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth management strategies.

About Commons Capital

Commons Capital

Commons Capital is an independent, boutique private wealth management firm delivering an extraordinary multi-family office experience. Founded in 2009, the firm is headquartered in Needham, Massachusetts and maintains an office in New York City. We were established on the belief that we can greatly improve on the traditional Wall Street relationship. While economies of scale may substantially benefit financial institutions, they also create potential costs in the form of conflicts of interest. Our independence frees us from those biases and allows us to focus on what is important  you. We have created a dynamic organization offering effective, flexible, and visionary financial services to a select client base, transcending the capabilities and limitations of traditional firms. We work across continents and across cultures, calling upon all that our distinctive team have learned and have lived, to create innovative and decisive possibilities with the certainty of action.

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, Insurance Products & Annuities


Qualifications Firm CRD# 107271

Compensation/Fee Fee-Only, Based on Assets


Office Location 80 William Street,
Suite 260,
Wellesley,
MA
02481
Phone Number 781-235-7550

About Savant Wealth Management

Savant Wealth Management

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.

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, Legal Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 800 South Street Suite 350,
Waltham,
MA
02453
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 104510

Compensation/Fee Fee-Based


Office Location 25 Burlington Mall Road,
Suite 405,
Burlington,
MA
01803
Phone Number 781-993-9191

About Edelman Financial Engines, LLC

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 investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices across the country and entrusted by more than 1.3 million clients to manage more than $270 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 Barron's 2023 Top 100 RIA Firms list, an eight-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered. 2Data as of Dec. 31, 2023.


Qualifications CRD# 1276178
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1485 South County Trail,,
Suite 101,
East Greenwich,
RI
02818
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

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


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Top Financial Advisor Firms in Norwell, Massachusetts (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
120 Longwater Drive, Suite 100, Norwell, MA 2061
7 485 $531,193,733
A Percentage of AUM, Performance Based
DIVERSIFIED FINANCIAL MANAGEMENT
80 Washington Street, Building E-13, Norwell, MA 02061-1729
4 423 $227,647,098
A Percentage of AUM, Hourly charges, Fixed Fees

    Frequently Asked Questions

    Financial advisors in Massachusetts offer multiple financial services to help their clients including retirement planning, investment management, estate planning, financial planning, and wealth management. The specific services provided by the advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, and more. Read on to better understand how financial advisors can assist you with the specific financial service you are looking for.

    When you are ready to choose a financial advisor in Massachusetts, it is important to consider their qualifications, years of experience, method of compensation, and track record. Look for advisors who are licensed and registered with FINRA or the SEC, have the appropriate education, and have a history of providing sound financial advice to clients in Massachusetts. To learn more, read the guide on choosing the best financial advisor.

    How much a financial advisor charges for their services in Massachusetts depends on the type and scope of services they provide. Some advisors charge approx. 1% of assets under management (AUM), while others may charge an hourly rate or fixed fee of approx. $7,500 and above. It is important to clarify the advisor's fee structure upfront and to understand any potential hidden costs or fees. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

    Often the terms financial advisor and financial planner are used to indicate the same financial professional, but they are slightly different. Financial advisor is a generic and expansive term used for a professional who helps and assists in managing your finances. They provided a vast spectrum of services such as the purchase of stocks, creating investment strategies, managing portfolios etc., depending upon the needs of an individual. On the other hand, a financial planner is a qualified financial professional who works with companies and individuals to create a holistic plan with an aim to save, invest, and grow their clients money. A planner evaluates and analyzes the clients current situation and makes appropriate recommendations to meet their financial goals. Financial planners also hold credentials like CFP or CFA and are obligated to act in the client's best interests. To learn more, read on about the differences between financial advisors and financial planners.

    While already having a 401(k) or other retirement account is a positive step towards saving for retirement, a financial advisor in Massachusetts can provide helpful guidance and expertise beyond just managing your retirement account. They can help you set and prioritize your financial goals, optimize your investment strategy, manage risk, and provide knowledgeable financial market insights. With their knowledge and experience, a financial advisor can help you make informed decisions, navigate complex financial situations, and maximize the potential of your retirement savings. Explore why and when you might require a financial advisor to gain a better understanding of their role.

    The role of a financial advisor is to provide professional financial guidance, advice, and money management services to individuals or businesses. They assist clients in various financial matters, including investment management, retirement planning, wealth management, estate management, and more, depending on the needs of an individual. Financial advisors assess their client's financial goals and risk tolerance and stay updated on market trends, investment options, and regulatory changes to provide informed advice. Additionally, financial advisors often act as fiduciaries, putting their client's best interests first while providing ongoing support and monitoring to help clients achieve their financial objectives. To make sure your best interests are being considered, read more about the role of a fiduciary financial advisor and the support they can provide.

    In Massachusetts, financial advisors are typically required to have qualifications that comply with state and federal regulations, such as having licenses and credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. Additionally, check if the advisor is registered with the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Massachusetts Securities Division. Lastly, consider their experience, reputation, and client testimonials to gauge their track record of delivering quality financial advice and services. To further explore a specific financial advisor's qualifications, click the "View Full Profile" button of each advisor listed in the directory above.

    A financial advisor in Massachusetts can assist with retirement planning by assessing your current financial situation, including income, expenses, assets, and liabilities, to determine your retirement goals and estimate the amount of savings required. They can then develop a personalized retirement plan tailored to your specific needs, considering factors like your desired retirement age, lifestyle expectations, and risk tolerance. Advisors can help you choose appropriate retirement accounts, such as IRAs or 401(k)s, and guide you in making investment decisions to grow your retirement savings. They can also analyze your Social Security benefits and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.