Find a Financial Planner in Needham, MA

 

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We Only Work With The Best Needham 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 Needham, MA


  • Financial Advisor Close to Needham, 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 Needham Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Needham area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Needham can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
22.1% of Needham'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 Needham area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
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 Needham 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 Needham area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Needham area who determine what breaks are available to you to minimize your tax payments. 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 in the Needham area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 Needham 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 Needham, 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 Needham, MA

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

  • Population: 30,970
  • % of Population 62 Years and Over: 22.1%
  • Average Home Value: $889,900
  • Average Monthly Housing Cost: $2,455
  • Average Household Income: $223,894
  • 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 Needham, MA


COMMONS CAPITAL ADVISORS, LLC

Website

(617) 431-7200

254 Second Avenue
Suite 130
Needham, MA 02494

SEC#: 801-113208
Years in Business: 3 years

FORNESS FINANCIAL LLC

Website

(781) 400-2604

105 Chestnut Street
Suite 12
Needham, MA 02492

SEC#: 801-112637
Years in Business: 3 years

TRAUB CAPITAL MANAGEMENT

Website

(781) 453-3929

97 Chapel St
Suite 7
Needham, MA 02492

SEC#: 801-70068
Years in Business: 12 years

GOODMAN ADVISORY GROUP, LLC

Website

(781) 559-0320

197 First Avenue
Suite 130
Needham, MA 02494

SEC#: 801-108671
Years in Business: 4 years

STAGE HARBOR FINANCIAL

Website

(781) 934-3130

197 First Avenue
Suite 220
Needham, MA 02494

SEC#: 801-112359
Years in Business: 3 years

BEAUMONT FINANCIAL PARTNERS LLC

Website

(781) 400-2800

250 1st Avenue
Suite 101
Needham, MA 02494

SEC#: 801-57100
Years in Business: 21 years

CENTERPOINT ADVISORS, LLC

Website

(781) 400-1748

175 Highland Avenue
Suite 302
Needham, MA 02494

SEC#: 801-72619
Years in Business: 9 years

FSA WEALTH MANAGEMENT, LLC

Website

(781) 455-1020

144 Gould Street
Suite 120
Needham, MA 02494

SEC#: 801-110991
Years in Business: 3 years

BEAUMONT CAPITAL MANAGEMENT, LLC

Website

(888) 777-0535

75 2nd Avenue
Suite 700
Needham, MA 02494

SEC#: 801-117772
Years in Business: 1 years

PINNACLE PENSION CONSULTANTS LLC

Website

(857) 302-4105

1492 Highland Ave.
Suite 9
Needham, MA 02492

SEC#: 801-68286
Years in Business: 13 years