Find a Financial Advisor in Framingham, MA

 

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

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We Only Work With The Best Framingham Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Framingham, MA


  • Financial Advisor Close to Framingham, 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 Framingham, 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 Framingham, MA

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

  • Population: 72,308
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $406,500
  • Average Monthly Housing Cost: $1,614
  • Average Household Income: $106,832
  • 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 Framingham, MA

 

TSW WEALTH MANAGEMENT

Website

(508) 655-9303

161 Worcester Road, Suite 205

Framingham, MA 1701

SEC#: 801-116680
Years in Business: 2 years

POLARIS ADVISORS, LLC

Website

(508) 481-2299

550 Cochituate Road
East Wing, Floor 4, Suite 25
Framingham, MA 1701

SEC#: 801-63453
Years in Business: 17 years

WOODSIDE WEALTH MANAGEMENT

Website

(508) 655-0210

550 Cochituate Road
Suite 25, East Wing, 4th Floor
Framingham, MA 1701

SEC#: 801-107353
Years in Business: 5 years

ANGEL OAK COMMERICAL REAL ESTATE STRATEGIES, LLC

Website

(617) 680-7714

2 Mountainview Dr

Framingham, MA 1701

SEC#: 801-120301
Years in Business: 0 years

LOCKER FINANCIAL SERVICES, LLC

Website

(508) 663-4878

550 Cochituate Road
Suite 25
Framingham, MA 1701

SEC#: 801-118288
Years in Business: 1 years

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

Website

(800) 448-0570

405 Cochituate Road

Framingham, MA 1701

SEC#: 801-112027
Years in Business: 4 years

CETERA ADVISORS LLC

Website

(508) 424-0686

40 Speen Street
Suite 202
Framingham, MA 1701

SEC#: 801-33020
Years in Business: 33 years

MARINO, STRAM AND ASSOCIATES LLC

Website

(508) 879-1188

550 Cochituate Rd
East Wing, 4th Floor, Suite 25
Framingham, MA 1701

SEC#: 801-72425
Years in Business: 10 years

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

Website

(800) 448-0570

405 Cochituate Road

Framingham, MA 1701

SEC#: 801-112027
Years in Business: 4 years

 


Framingham, MA Financial Advisor FAQs

If you are not certain about your financial future, it is very important to have an advisor's guidance so that you do not find yourself underprepared later in life.
Financial advisors help people make investment decisions, execute transactions, and plan for the future. A good advisor will work with clients to create a roadmap for investing their money.
One of the most common compensation models is to be paid by taking a percentage of assets under management (AUM). As the advisor manages these investments and helps optimize portfolio returns, they earn more in fees at no extra cost to their clients.
Start with your network. Find investment advisors in your community that you know personally or through friends, employers, family members.