Find a Financial Advisor in Newton, MA

 

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

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We Only Work With The Best Newton 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 Newton, MA


  • Financial Advisor Close to Newton, 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 Newton, 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 Newton, MA

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

  • Population: 88,593
  • % of Population 62 Years and Over: 21.8%
  • Average Home Value: $938,400
  • Average Monthly Housing Cost: $2,416
  • Average Household Income: $207,563
  • 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 Newton, MA

 

REDWOOD INVESTMENTS, LLC

Website

(617) 467-3000

One Gateway Center, Suite 802
Suite 802
Newton, MA 2458

SEC#: 801-63597
Years in Business: 17 years

EMPIRICAL ASSET MANAGEMENT, LLC

Website

(781) 431-2220

Three Newton Executive Park
2223 Washington Street, Suite 101
Newton, MA 2462

SEC#: 801-71967
Years in Business: 11 years

CAPITAL ADVISORS GROUP, INC

Website

(617) 630-8100

29 Crafts Street
Suite 270
Newton, MA 2458

SEC#: 801-60262
Years in Business: 20 years

FINANCIAL PLANNING SOLUTIONS, LLC

Website

(617) 630-4978

120 Wells Avenue

Newton, MA 2459

SEC#: 801-113221
Years in Business: 3 years

EXCALIBUR MANAGEMENT CORP

Website

(617) 916-9669

Three Newton Executive Park
2223 Washington Street, Suite 202
Newton, MA 2462

SEC#: 801-39935
Years in Business: 30 years

ADVISER INVESTMENTS

Website

(617) 321-2200

85 Wells Avenue
Suite 109
Newton, MA 2459

SEC#: 801-73098
Years in Business: 10 years

DERBY AND COMPANY INC

Website

(617) 527-8900

7 Wells Avenue

Newton, MA 2459

SEC#: 801-30056
Years in Business: 34 years

JONATHAN D. POND, LLC

Website

(617) 243-0020

300 Washington Street; One Gateway Center
Suite 413
Newton, MA 2458

SEC#: 801-66229
Years in Business: 14 years

GROVESTREET

Website

(781) 263-6100

2221 Washington Street
Building 1, Suite 201
Newton, MA 2462

SEC#: 801-60272
Years in Business: 20 years

 


Newton, MA Financial Advisor FAQs

The cost of a financial advisor usually depends on the services they offer. So, whether you're looking for someone to just draft up a simple will or an investment portfolio, or have more complicated needs like estate planning, then the price varies wildly.
Financial advisors advise their clients on how to manage and grow their investments. Their goal is to provide a mix of stability and diversification in order to help investors gain steady results with guaranteed earnings.
One question you may want to ask is How can my money work for me so I don't have to work hard for the rest of my life?
The first thing to do is search for reviews and complaints. If you're not sure who to trust, the best option might be a fee-only financial advisor, which means that they don't get paid based on what product you buy and only get paid when you pay them by the hour. You may also want to look into tax planning or someone with certain credentials