Find a Financial Planner in Marblehead, MA

 

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We Only Work With The Best Marblehead 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 Marblehead, MA


  • Financial Advisor Close to Marblehead, 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 Marblehead Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Marblehead area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Marblehead can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
26.6% of Marblehead'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 Marblehead area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Marblehead area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Marblehead 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 Marblehead 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 Marblehead 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 and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Marblehead area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Marblehead, 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 Marblehead, MA

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

  • Population: 20,500
  • % of Population 62 Years and Over: 26.6%
  • Average Home Value: $667,100
  • Average Monthly Housing Cost: $1,983
  • Average Household Income: $172,829
  • 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 Marblehead, MA


HARVEST FUNDS MANAGEMENT, LLC

Website

(781) 639-2750

18 Sewall Street

Marblehead, MA 01945

SEC#: 801-77988
Years in Business: 8 years

LITTLE HARBOR ADVISORS, LLC

Website

(781) 639-3000

30 Doaks Lane

Marblehead, MA 01945

SEC#: 801-78486
Years in Business: 7 years

MOODY ALDRICH PARTNERS, LLC

Website

(781) 639-2750

18 Sewall Street

Marblehead, MA 01945

SEC#: 801-32888
Years in Business: 32 years