Find a Financial Planner in Middlesex County, MA


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

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We Only Work With The Best Middlesex County 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 Financial Times,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


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


All of our partners are credible — No conflicts of interest and no disciplinary history


Our Process for Choosing
An Independent Financial Advisor in Middlesex County, MA

  • Financial Advisor Close to Middlesex 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 Middlesex 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 Middlesex 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 Middlesex County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
18.5% of Middlesex 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 Middlesex County area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Middlesex County area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 Middlesex County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
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 Middlesex County 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 Middlesex 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 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 Middlesex County area when dealing with high-interest credit card debt and private student loans.


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

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Middlesex County, MA

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

  • Population: 1600,842
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $504,400
  • Average Monthly Housing Cost: $1,859
  • Average Household Income: $135,425
  • 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 Middlesex County, MA



(617) 699-8877

800 South Street
Suite 200
Waltham, MA 02453

SEC#: 801-114564
Years in Business: 2 years



(617) 423-3900

1075 Main Street Suite 200

Waltham, MA 02451

SEC#: 801-114693
Years in Business: 2 years



(781) 398-0077

800 South Street
Suite 160
Waltham, MA 02453

SEC#: 801-119016
Years in Business: 1 years



(617) 421-1750

Watermill Center
800 South Street, Suite 600
Waltham, MA 02453

SEC#: 801-70859
Years in Business: 11 years



(617) 245-8500

271 Waverly Oaks Road
Suite 200
Waltham, MA 02452

SEC#: 801-78407
Years in Business: 7 years



(781) 541-5057

230 Third Avenue
Third Floor
Waltham, MA 02451

SEC#: 801-76534
Years in Business: 9 years



(781) 314-1300

230 Third Avenue
Suite 6
Waltham, MA 02451

SEC#: 801-71062
Years in Business: 11 years



(781) 642-0890

203 Crescent Street
Suite 404
Waltham, MA 02453

SEC#: 801-64149
Years in Business: 16 years



(781) 996-3300

800 South Street
Suite 200
Waltham, MA 02453

SEC#: 801-108343
Years in Business: 4 years



(781) 890-3045

300 5th Avenue
3rd Floor
Waltham, MA 02451

SEC#: 801-108179
Years in Business: 5 years