Find a Financial Advisor in Barnstable County, MA

 

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We did the hard work of finding trustworthy partners in Barnstable County, MA.

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We Only Work With The Best Barnstable County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Barnstable County, MA


  • Financial Advisor Close to Barnstable County, MA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Barnstable County, MA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Barnstable County, MA

We evaluated over 13,000 RIA firms to bring you the best of the best Barnstable County financial advisors.
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How Retirement-Friendly is Barnstable County, MA?

  • Population: 213,496
  • % of Population 62 Years and Over: 35.5%
  • Average Home Value: $382,000
  • Average Monthly Housing Cost: $1,420
  • Average Household Income: $99,954
  • Massachusetts Total Tax Burden: 8.77% (20th Highest in U.S.)
  • Massachusetts Property Tax: 3.57% (13th Highest in U.S.)
  • Massachusetts Individual Income Tax: 3.29% (6th Highest in U.S.)
  • Massachusetts Sales and Excise Tax: 1.91% (6th Lowest in U.S.)



The Top Financial Advisor Firms in Barnstable County, MA

 

BEACON FINANCIAL PLANNING OF CAPE COD

Website

(508) 790-7039

72 Pine Street

Hyannis, MA 2601

SEC#: 801-113811
Years in Business: 3 years

ASSET MANAGEMENT RESOURCES, LLC

Website

(508) 771-8900

1060 Falmouth Road
Suite B-2
Hyannis, MA 2601

SEC#: 801-107394
Years in Business: 5 years

SHP WEALTH MANAGEMENT, LLC

Website

(508) 746-2400

724 Main Street
Suite B
Hyannis, MA 2601

SEC#: 801-108679
Years in Business: 5 years

SHP WEALTH MANAGEMENT, LLC

Website

(508) 746-2400

724 Main Street
Suite B
Hyannis, MA 2601

SEC#: 801-108679
Years in Business: 5 years

INFINEX INVESTMENTS, INC.

Website

(508) 771-7620

171 Falmouth Road

Hyannis, MA 2601

SEC#: 801-67242
Years in Business: 15 years

SHP WEALTH MANAGEMENT, LLC

Website

(508) 746-2400

724 Main Street
Suite B
Hyannis, MA 2601

SEC#: 801-108679
Years in Business: 5 years

WEST BRANCH CAPITAL LLC

Website

(508) 255-9800

100 Independence Drive
Suite 7-123
Hyannis, MA 2601

SEC#: 801-78332
Years in Business: 8 years

FLAGSHIP HARBOR ADVISORS, LLC

Website

(508) 815-3186

100 Independence Drive
Suite 7
Hyannis, MA 2601

SEC#: 801-71997
Years in Business: 11 years

SHP WEALTH MANAGEMENT, LLC

Website

(508) 746-2400

724 Main Street
Suite B
Hyannis, MA 2601

SEC#: 801-108679
Years in Business: 5 years

 


Barnstable County, MA Financial Advisor FAQs

Yes. You should always have a financial advisor because without one, your newly-immaculate earnings are just going to be wasted on unnecessary things you could have avoided had you been aware of the profit margins.
Financial advisors help their clients minimize the taxes they owe, by utilizing strategies such as managing taxable income and reducing potential capital gains.
The overarching factor is assessing the person's education and certification in advance before working with them. You will also want to dig into what certificates or licenses they hold for investments management.
First, make sure that you understand your goals and agree with them before starting an advisory relationship. Rather than have a broker or advisor work for you, set out to find a broker or advisor who is aligned with your financial goals. The first step of this process is to create a vision statement that will serve as the guiding touchstone for you and your chosen advisor(s).