Find a Financial Planner in Essex County, MA

 

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

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We Only Work With The Best Essex County 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 Essex County, MA


  • Financial Advisor Close to Essex County, 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 Essex County 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 Essex County 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 financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Essex County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
20.6% of Essex County'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 Essex County area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Essex County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
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 Essex County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Essex County area who determine what breaks are available to you to minimize your tax payments. 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Essex County area, it typically 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 Essex County 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 Essex County, 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 Essex County, MA

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

  • Population: 783,676
  • % of Population 62 Years and Over: 20.6%
  • Average Home Value: $415,200
  • Average Monthly Housing Cost: $1,558
  • Average Household Income: $109,575
  • 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 Essex County, MA


ABBOT FINANCIAL MANAGEMENT, INC

Website

(978) 688-9010

510 Turnpike Street
Ste 101
North Andover, MA 01845

SEC#: 801-19944
Years in Business: 37 years

BRADFORD FINANCIAL SERVICES, INC.

Website

(978) 685-8529

232-234 Sutton Street

North Andover, MA 01845

SEC#: 801-117576
Years in Business: 1 years

NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

Website

(978) 975-2559

231 Sutton Street
Suites 2A/2B
North Andover, MA 01845

SEC#: 801-67679
Years in Business: 14 years

BOSTON HILL ADVISORS, LLC

Website

(877) 227-0847

100 Andover Bypass Street
Suite 201
North Andover, MA 01845

SEC#: 801-67048
Years in Business: 14 years

FLYING POINT FINANCIAL, INC.

Website

(978) 975-3000

855 Turnpike Street

North Andover, MA 01845

SEC#: 801-95168
Years in Business: 6 years

MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC

Website

(877) 227-0847

100 Andover Bypass Road
Suite 201
North Andover, MA 01845

SEC#: 801-60301
Years in Business: 19 years

MASSACHUSETTS WEALTH MANAGEMENT, LLC

Website

(978) 685-1050

807 Turnpike Street

North Andover, MA 01845

SEC#: 801-112083
Years in Business: 3 years

HOUSE HANOVER LLC

Website

(978) 794-3366

800 Turnpike Street
Suite 300
North Andover, MA 01845

SEC#: 801-108252
Years in Business: 4 years