Find Top Financial Advisors in Topsfield, Massachusetts

Adams career in financial services began in 2003 with Mutual of Omaha, but it was at Fidelity Investments where he truly refined his expertise in retirement planning over 7 years. Seeking a more personal, client-focused approach, Adam spent the next decade at two Registered Investment Advisor firms before launching Copper Beech Wealth in 2022.

With over 20 years of experience, Adam is dedicated to helping retirees and pre-retirees over 50 to navigate their financial futures. His approach combines technical expertisesupported by advanced designations like Certified Financial Planner (CFP") and Certified Investment Management Analyst (CIMA®)with a personalized, hands-on strategy that addresses each clients unique needs. Whether its retirement income, investment management, or estate planning, Adams goal is to provide clear, actionable guidance that helps clients confidently move toward their financial goals.

Known for his calm demeanor, sense of humor, and creative problem-solving, Adam believes financial planning should be approachable and even enjoyable. A Worcester native and Assumption College graduate, he is deeply committed to making a meaningful impact in his clients lives while maintaining a positive and supportive connection.

Outside of work, Adam is inspired by his two daughters and the drive to lead by exampleboth as a father and a business owner. For Adam, helping people achieve their retirement dreams isnt just a job; its a true passion.

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.

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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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

Jordan has been a Financial Planner 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

At Clarity Wealth Advisors, our mission is to bring clarity to your financial life. We understand that the world of finance can be overwhelming. There's an abundance of information out there, and it can be challenging to decipher what's relevant to you. That's where we come in. We sift through the noise, distilling complex financial information into clear, actionable strategies tailored to your unique needs.

Integrity, communication, honesty, humility, and service are important to us and it is our goal to be your trusted partner. Our team is composed of advisors of multiple generations who are not only experienced but also family-oriented and close-knit. We leverage our knowledge and experience and aim to provide you with consistent quality service.

We plan with a purpose. We are dedicated to staying current and adapting to the ongoing changes in the world of financial planning. Our approach is to create an effective game plan around your goals and vision. We will work side by side as your life and financial situation changes.

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.

Sequoia uses the depth of our resources and the diversity of our talent to bring the right advisory team to every client. To do so, we've built a team culture where advisors and technicians can focus on specialization that matches their clients' needs. We bring clarity through our planning advice and asset management, accelerated by our custom technology platform and operational expertise. You are the central figure in your financial story, and you deserve an advisory team that will create an experience that is Built For You.

Sequoia Financial Group offers full-service, comprehensive wealth management services.

Wealth Planning - Our specialized, in-house Wealth Planning team takes a holistic approach to your finances, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan you can put into action right away.

Asset Management - Our team of investment experts is committed to achieving results for you. We employ a data-driven approach, meticulously and continuously evaluating the investment landscape.

Family Office Services - Sequoia Sentinel serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities. We prioritize preserving your legacy. What you can expect from Sequoia Financial Group:

Objectivity - We are fiduciaries, we strive to simplify complex financial decisions so that our clients can take center stage. Service Across The Full Wealth Continuum - We proudly serve clients with diverse sources and substance of wealth, leveraging our operational expertise to support advisory teams focused on clients they love.

Specialized Teams - We empower advisor teams to prioritize planning for and being with their clients. Our advisors and technical specialists are empowered to build practice groups with similar needs and expectations.