Find a Financial Advisor in Marshfield, MA

 

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

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We Only Work With The Best Marshfield 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 Marshfield, MA


  • Financial Advisor Close to Marshfield, 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 Marshfield, 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 Marshfield, MA

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

  • Population: 4,928
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $400,000
  • Average Monthly Housing Cost: $2,045
  • Average Household Income: $105,969
  • 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 Marshfield, MA

 

MCNAMARA FINANCIAL SERVICES, INC.

Website

(781) 834-2010

1020 Plain Street
Suite 200
Marshfield, MA 2050

SEC#: 801-71682
Years in Business: 11 years

APELIUX CAPITAL ADVISORS, LLC

Website

(617) 800-0388

892 Plain Street
Suite 10
Marshfield, MA 2050

SEC#: 801-119746
Years in Business: 1 years

ROYAL ALLIANCE ASSOCIATES, INC.

Website

(781) 837-9921

462 Plain Street

Marshfield, MA 2050

SEC#: 801-54859
Years in Business: 24 years

PINNEY & SCOFIELD, INC.

Website

(617) 492-6223

440 Plain Street

Marshfield, MA 2050

SEC#: 801-23657
Years in Business: 36 years

ROYAL ALLIANCE ASSOCIATES, INC.

Website

(781) 837-9921

462 Plain Street

Marshfield, MA 2050

SEC#: 801-54859
Years in Business: 24 years

ROYAL ALLIANCE ASSOCIATES, INC.

Website

(781) 837-9921

462 Plain Street

Marshfield, MA 2050

SEC#: 801-54859
Years in Business: 24 years

FLAGSHIP HARBOR ADVISORS, LLC

Website

(781) 834-1010

769 Plain St
Suite L
Marshfield, MA 2050

SEC#: 801-71997
Years in Business: 11 years

ROYAL ALLIANCE ASSOCIATES, INC.

Website

(781) 837-9921

462 Plain Street

Marshfield, MA 2050

SEC#: 801-54859
Years in Business: 24 years

FLAGSHIP HARBOR ADVISORS, LLC

Website

(781) 834-1010

769 Plain St
Suite L
Marshfield, MA 2050

SEC#: 801-71997
Years in Business: 11 years

 


Marshfield, MA Financial Advisor FAQs

The best way to find a great financial advisor is by networking. Your family, church or temple, and employer may be good places to start your search. Ask them for recommendations and visit their practices as well as those of advisors you know nothing about before making any final decisions.
A financial advisor normally evaluates a client's assets and goals to help them design an investment portfolio that suits their needs, risk tolerance, and time horizon. Along with retirement plans, they can provide financial advice on subjects including insurance, estate planning, debt management and cash flow stress testing that account for the projections of what will happen in the short-term or long-term future.
Generally speaking, you should be looking for a fiduciary - someone who is legally bound to put your best interests before theirs. The legal profession protects this obligation through the professional code of ethics and through state laws. Some states offer protection without a fiduciary obligation, but it fluctuates from state-to-state and from product-to-product. It's important to remember that every single licensed advisor takes an oath to operate in your best interest, not their best interest. In other words, they're all fiduciaries--they just might not be legally obligated to protect that interest under the law or under their personal ethical code.
A financial advisor can help you find ways to improve your mathematics skills and look for leagues where you can compete with other players on an even field. They offer advice about how best to allocate your limited resources according to your goals-no one knows more about yourself than yourself!