Find a Financial Planner 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Boston Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Boston area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners in Boston offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
14.2% of Boston's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Boston area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Boston area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Boston area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Boston area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Massachusetts has unique laws defining which actions trigger a taxable event and has the 20th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Boston area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Boston area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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 02210

SEC#: 801-50706
Years in Business: 25 years

MIDDLETON & COMPANY INC.

Website

(617) 357-5101

600 Atlantic Avenue; 18th Floor

Boston, MA 02210

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

HOWLAND CAPITAL MANAGEMENT LLC

Website

(617) 357-9110

75 Federal St, Ste 1100

Boston, MA 02110

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

EATON VANCE MANAGEMENT

Website

(617) 482-8260

Two International Place

Boston, MA 02110

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

INCOME RESEARCH + MANAGEMENT

Website

(617) 330-9333

100 Federal Street
30th Floor
Boston, MA 02110

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

PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.

Website

(617) 227-3111

50 Congress Street
Suite 410
Boston, MA 02109

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 02110

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

POLARIS CAPITAL MANAGEMENT, LLC

Website

(617) 951-1365

121 High Street

Boston, MA 02110

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

J.M. FORBES & CO. LLP

Website

(617) 423-5705

121 Mount Vernon Street

Boston, MA 02108

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

BURNS & LEVINSON ASSET MANAGEMENT

Website

(617) 345-3400

125 High Street

Boston, MA 02110

SEC#: 801-54171
Years in Business: 24 years