Find a Financial Advisor in Dedham, MA

 

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

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We Only Work With The Best Dedham 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 Dedham, MA


  • Financial Advisor Close to Dedham, 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 Dedham, 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 Dedham, MA

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

  • Population: 25,283
  • % of Population 62 Years and Over: 22.8%
  • Average Home Value: $464,200
  • Average Monthly Housing Cost: $1,906
  • Average Household Income: $131,790
  • 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 Dedham, MA

 

CITIZENS INVESTMENT SERVICES

Website

(180) 094-8300

770 Legacy Place
Mlp240
Dedham, MA 2026

SEC#: 801-61902
Years in Business: 18 years

BECK BODE LLC

Website

(617) 209-2224

858 Washington Street
Suite 100
Dedham, MA 2026

SEC#: 801-107188
Years in Business: 5 years

CAPITAL MARKETS IQ, LLC

Website

(310) 882-6380

131 Bridge St.

Dedham, MA 2026

SEC#: 801-69992
Years in Business: 12 years

STADION MONEY MANAGEMENT, LLC

Website

(917) 881-0496

774 High Street

Dedham, MA 2026

SEC#: 801-45601
Years in Business: 27 years

CAPITAL MARKETS IQ, LLC

Website

(310) 882-6380

131 Bridge St.

Dedham, MA 2026

SEC#: 801-69992
Years in Business: 12 years

PLATINUM EQUITY ADVISORS, LLC

Website

(781) 461-0526

3 Allied Drive, Suite 109

Dedham, MA 2026

SEC#: 801-73758
Years in Business: 9 years

CAPITAL MARKETS IQ, LLC

Website

(310) 882-6380

131 Bridge St.

Dedham, MA 2026

SEC#: 801-69992
Years in Business: 12 years

ASSET MANAGEMENT RESOURCES, LLC

Website

(866) 771-8901

77 Coronation Drive

Dedham, MA 2026

SEC#: 801-107394
Years in Business: 5 years

CLARO ADVISORS, LLC

Website

(617) 379-3229

3 Allied Drive
Suite 303
Dedham, MA 2026

SEC#: 801-80372
Years in Business: 7 years

 


Dedham, MA Financial Advisor FAQs

Talking to a financial advisor is a good idea because they can help you determine an appropriate asset allocation that makes sense for your finances.
Financial advisors draft and implement budgets, compare products and investments, manage assets in retirement or college savings plans, and plan for health care needs in retirement.
Look for someone who is experienced and accredited. When meeting with a potential advisor, ask about their qualifications and experience before you commit to them for advice because this will ensure they can help you find your specific needs and offer tailored advice and guidance.
Financial advisors cost roughly $100 to $300 an hour, with the median of this figure at $150. The costs can be higher if they incur costs related to research or consultations with experts on the issues faced by the person seeking professional advice.