Find a Financial Planner 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.

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 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

 

How Can a CFP® in Framingham 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 Framingham 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 focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Framingham include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
19.2% of Framingham'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 Framingham area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Framingham area, qualified financial professionals--like financial advisors--offer estate planning services.
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 Framingham area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Framingham area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 Framingham 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 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 Framingham 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 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 01701

SEC#: 801-116680
Years in Business: 1 years

POLARIS ADVISORS, LLC

Website

(508) 481-2299

550 Cochituate Road
East Wing, Floor 4, Suite 25
Framingham, MA 01701

SEC#: 801-63453
Years in Business: 16 years

WOODSIDE WEALTH MANAGEMENT

Website

(508) 655-0210

550 Cochituate Road
Suite 25, East Wing, 4th Floor
Framingham, MA 01701

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