Find a Financial Advisor in Boston, MA

 

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

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We Only Work With The Best Boston 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 Boston, MA


  • Financial Advisor Close to Boston, 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 Boston, 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 Boston, MA

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

  • Population: 684,379
  • % of Population 62 Years and Over: 14.2%
  • Average Home Value: $534,200
  • Average Monthly Housing Cost: $1,739
  • Average Household Income: $107,608
  • 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 Boston, MA

 

NATIONAL FINANCIAL SERVICES, LLC

Website

(617) 563-8300

245 Summer Street
Mail Zone Z2H
Boston, MA 2210

SEC#: 801-50706
Years in Business: 26 years

MIDDLETON & COMPANY INC.

Website

(617) 357-5101

600 Atlantic Avenue; 18th Floor

Boston, MA 2210

SEC#: 801-21247
Years in Business: 37 years

HOWLAND CAPITAL MANAGEMENT LLC

Website

(617) 357-9110

75 Federal St, Ste 1100

Boston, MA 2110

SEC#: 801-8390
Years in Business: 49 years

EATON VANCE MANAGEMENT

Website

(617) 482-8260

Two International Place

Boston, MA 2110

SEC#: 801-15930
Years in Business: 40 years

INCOME RESEARCH + MANAGEMENT

Website

(617) 330-9333

100 Federal Street
30th Floor
Boston, MA 2110

SEC#: 801-29482
Years in Business: 34 years

PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.

Website

(617) 227-3111

50 Congress Street
Suite 410
Boston, MA 2109

SEC#: 801-31820
Years in Business: 33 years

DELPHI MANAGEMENT INC

Website

(617) 330-1025

225 Franklin Street, Suite 1750
225 Franklin Street, Suite 1750
Boston, MA 2110

SEC#: 801-18367
Years in Business: 38 years

POLARIS CAPITAL MANAGEMENT, LLC

Website

(617) 951-1365

121 High Street

Boston, MA 2110

SEC#: 801-43216
Years in Business: 28 years

J.M. FORBES & CO. LLP

Website

(617) 423-5705

121 Mount Vernon Street

Boston, MA 2108

SEC#: 801-2252
Years in Business: 61 years

 


Boston, MA Financial Advisor FAQs

First off, you want to make sure the advisor is licensed in your state. Make sure they're legally allowed to provide investment advice in your state. Secondly, you want someone who has a clean regulatory history with their current state and previous states where they were registered as a broker/dealer or securities agent or agent for mutual fund securities firms.
Yes. A financial advisor is the perfect way to provide hands-on guidance for your financial assets. Financial advisors can help you with a diverse range of needs from organizing your investments to creating a retirement plan.
The cost of hiring a financial advisor can vary. Some strategies work better for high net worth individuals and others may be better suited to those with low or average incomes.
A financial advisor is often a counselor with a specialty in finance and investments. They can help you to choose the investments that are appropriate for your situation, whatever they may be-- whether it's retirement planning, college savings or investment planning.