Find a Financial Planner in Cambridge, MA

 

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

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We Only Work With The Best Cambridge 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 Cambridge, MA


  • Financial Advisor Close to Cambridge, 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 Cambridge 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 Cambridge 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 Cambridge can include managing client retirement accounts, investments, tax plans, and more.
13.4% of Cambridge's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Cambridge area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Cambridge area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Cambridge area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Cambridge area is generally long-term and performed with the help of a qualified planner. 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 Cambridge 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 Cambridge 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 Cambridge, 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 Cambridge, MA

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

  • Population: 116,632
  • % of Population 62 Years and Over: 13.4%
  • Average Home Value: $761,400
  • Average Monthly Housing Cost: $2,179
  • Average Household Income: $139,991
  • 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 Cambridge, MA


BROMFIELD SNEIDER WEALTH ADVISORS, INC.

Website

(617) 252-3400

10 Rogers Street
Unit 102
Cambridge, MA 02142

SEC#: 801-67397
Years in Business: 14 years

PINNEY & SCOFIELD, INC.

Website

(617) 492-6223

22 Hilliard Street

Cambridge, MA 02138

SEC#: 801-23657
Years in Business: 36 years

MPM ASSET MANAGEMENT LLC

Website

(617) 425-9200

450 Kendall Street

Cambridge, MA 02142

SEC#: 801-106989
Years in Business: 5 years

CLARUS VENTURES, LLC

Website

(617) 949-2200

101 Main St
Suite 1210
Cambridge, MA 02142

SEC#: 801-114471
Years in Business: 2 years

GENERAL CATALYST

Website

(617) 234-7000

20 University Rd.
4th Floor
Cambridge, MA 02138

SEC#: 801-115155
Years in Business: 2 years

MPM ONCOLOGY IMPACT MANAGEMENT, L.P.

Website

(617) 425-9200

450 Kendall Street

Cambridge, MA 02142

SEC#: 801-106988
Years in Business: 5 years

BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.

Website

(617) 949-2200

101 Main Street
Suite 1210
Cambridge, MA 02142

SEC#: 801-116920
Years in Business: 2 years

MPM ONCOLOGY IMPACT MANAGEMENT 2, LLC

Website

(617) 425-9200

450 Kendall Street

Cambridge, MA 02142

SEC#: 801-119133
Years in Business: 1 years

FAYERWEATHER MANAGEMENT, LLC

Website

(617) 714-3057

138 Mt. Auburn Street

Cambridge, MA 02138

SEC#: 801-108075
Years in Business: 5 years

EQUITY RESOURCE INVESTMENTS, LLC

Website

(617) 876-4800

1280 Massachusetts Ave
Ste 4
Cambridge, MA 02138

SEC#: 801-74326
Years in Business: 9 years