Find a Financial Planner in Burlington, MA

 

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

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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 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 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

 

How Can a CFP® in Burlington 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 Burlington 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 planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Burlington can include managing client retirement accounts, investments, tax plans, and more.
22.9% of Burlington'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 Burlington area can create a custom plan and walk with you each step of the way.
In the Burlington area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Burlington area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Burlington area often offer tax planning services to their clients. 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 Burlington 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 and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Burlington area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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.
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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 01803

SEC#: 801-106734
Years in Business: 5 years

NEFPG

Website

(781) 272-2200

69 Winn Street

Burlington, MA 01803

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 01803

SEC#: 801-72631
Years in Business: 9 years

AFFINIA FINANCIAL GROUP, LLC

Website

(781) 365-8586

80 Blanchard Road
Suite 201
Burlington, MA 01803

SEC#: 801-116945
Years in Business: 1 years

RISK PARADIGM GROUP, LLC

Website

(866) 726-5150

25 Burlington Mall Road
Suite 307
Burlington, MA 01803

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