Find a Financial Advisor in Beverly, MA

 

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

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We Only Work With The Best Beverly 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 Beverly, MA


  • Financial Advisor Close to Beverly, 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 Beverly, 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 Beverly, MA

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

  • Population: 41,885
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $440,100
  • Average Monthly Housing Cost: $1,598
  • Average Household Income: $112,540
  • 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 Beverly, MA

 

FAMILY FIDUCIARY SERVICES, INC.

Website

(978) 922-0050

900 Cummings Center
Suite 212-U
Beverly, MA 1915

SEC#: 801-119095
Years in Business: 1 years

BARKER FINANCIAL GROUP, INC.

Website

(781) 743-2600

152 Conant Street
Suite 200
Beverly, MA 1915

SEC#: 801-79411
Years in Business: 7 years

ALTAROCK PARTNERS, LLC

Website

(978) 922-7701

500 Cummings Center
Suite 3490
Beverly, MA 1915

SEC#: 801-80529
Years in Business: 7 years

ALAPOCAS INVESTMENT PARTNERS, INC.

Website

(781) 376-2015

50 Dunham Ridge
Suite 3100
Beverly, MA 1915

SEC#: 801-114902
Years in Business: 2 years

PEOPLE'S UNITED ADVISORS, INC.

Website

(978) 720-1200

240 Cabot Street

Beverly, MA 1915

SEC#: 801-112648
Years in Business: 3 years

SPEARHEAD CAPITAL ADVISORS, LLC

Website

(561) 801-7302

100 Cummings Center
Suite 215-C
Beverly, MA 1915

SEC#: 801-108482
Years in Business: 5 years

VICTORY ASSET MANAGEMENT CO., INC.

Website

(978) 232-9990

100 Cummings Way
Suite 322A
Beverly, MA 1915

SEC#: 801-36836
Years in Business: 31 years

SPEARHEAD CAPITAL ADVISORS, LLC

Website

(561) 801-7302

100 Cummings Center
Suite 215-C
Beverly, MA 1915

SEC#: 801-108482
Years in Business: 5 years

SMITH SHELLNUT WILSON LLC

Website

(601) 605-1776

100 Cummings Center
Suite 429J
Beverly, MA 1915

SEC#: 801-49071
Years in Business: 26 years

 


Beverly, MA Financial Advisor FAQs

A financial advisor creates a plan to help people reach their investment goals. They are either compensated by commission or fee-only based on the services they provide, which are typically tailored to the needs and specific goals of individual clients.
A financial advisor can be a huge help to you in reaching your short and long-term goals. To get one, start by assessing your needs and goals. Understand what your savings goals are, what you current risk tolerance level is, and the time horizon for which you'll need to achieve them (e.g., retirement at age 65). Then find an advisor who has experience with people like you who face similar financial challenges and work towards achieving your objectives together.
If you need a professional opinion about your financial situation, a financial advisor can be a helpful source for an assessment of your personal finance needs.
One of the most important steps in choosing a financial advisor is acquiring professional references before making your final decision. If you don't, there is no way to know who they are or if their performance has been less than stellar. You might want to consider asking for referrals from referrers, exploring their knowledge base furthered by obtaining an investment history and reviewing current regulatory oversight.