Find a Financial Advisor in Burlington, MA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Burlington 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 Burlington, MA


  • Financial Advisor Close to Burlington, 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 Burlington, 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 Burlington, MA

We evaluated over 13,000 RIA firms to bring you the best of the best Burlington financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Burlington, MA?

  • Population: 27,650
  • % of Population 62 Years and Over: 22.9%
  • Average Home Value: $539,400
  • Average Monthly Housing Cost: $1,964
  • Average Household Income: $139,198
  • 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 Burlington, MA

 

ARCADIA FUNDS

Website

(781) 418-1049

20 Burlington Mall Road
Suite 420
Burlington, MA 1803

SEC#: 801-106734
Years in Business: 6 years

NEFPG

Website

(781) 272-2200

69 Winn Street

Burlington, MA 1803

SEC#: 801-17130
Years in Business: 39 years

RPG FAMILY WEALTH ADVISORY, LLC

Website

(888) 285-8600

25 Burlington Mall Road
Suite 307
Burlington, MA 1803

SEC#: 801-72631
Years in Business: 10 years

AFFINIA FINANCIAL GROUP, LLC

Website

(781) 365-8586

80 Blanchard Road
Suite 201
Burlington, MA 1803

SEC#: 801-116945
Years in Business: 2 years

RISK PARADIGM GROUP, LLC

Website

(866) 726-5150

25 Burlington Mall Road
Suite 307
Burlington, MA 1803

SEC#: 801-72141
Years in Business: 10 years

COMMONWEALTH EQUITY SERVICES, LLC

Website

(781) 273-1400

5 Burlington Woods
Suite 102
Burlington, MA 1803

SEC#: 801-41541
Years in Business: 29 years

HORNOR, TOWNSEND & KENT, LLC

Website

(781) 552-4900

131 Middlesex Turnpike, 2nd Flr

Burlington, MA 1803

SEC#: 801-56151
Years in Business: 22 years

HORNOR, TOWNSEND & KENT, LLC

Website

(781) 229-5517

35 Corporate Dr.
Suite 210
Burlington, MA 1803

SEC#: 801-56151
Years in Business: 22 years

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(781) 507-4061

5 County Rd

Burlington, MA 1803

SEC#: 801-80245
Years in Business: 7 years

 


Burlington, MA Financial Advisor FAQs

Financial advisors typically charge a fee, either as a percentage of assets or as an annual fee. They also often receive commissions from the investments they recommend to clients.
It's often good to have someone to help guide decisions about things that are outside of our immediate understanding. This is especially true when it comes to matters that are too complicated for us to research on their own time, which then also leaves them unduly at risk for making uninformed financial decisions.
In order to choose a financial advisor, the first thing you should do is determine what type of advisor you want.
A good place to start is to ask friends and family members for referrals. You can also research online.