Find a Financial Planner 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 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 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

 

How Can a CFP® in Newton 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 Newton 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 Newton can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
21.8% of Newton'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 Newton 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 Newton 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 Newton 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 Newton 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Newton 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 Newton area when dealing with high-interest credit card debt and private student loans.

 

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 02458

SEC#: 801-63597
Years in Business: 16 years

EMPIRICAL ASSET MANAGEMENT, LLC

Website

(781) 431-2220

Three Newton Executive Park
2223 Washington Street, Suite 101
Newton, MA 02462

SEC#: 801-71967
Years in Business: 10 years

CAPITAL ADVISORS GROUP, INC

Website

(617) 630-8100

29 Crafts Street
Suite 270
Newton, MA 02458

SEC#: 801-60262
Years in Business: 19 years

FINANCIAL PLANNING SOLUTIONS, LLC

Website

(617) 630-4978

120 Wells Avenue

Newton, MA 02459

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 02462

SEC#: 801-39935
Years in Business: 29 years

ADVISER INVESTMENTS

Website

(617) 321-2200

85 Wells Avenue
Suite 109
Newton, MA 02459

SEC#: 801-73098
Years in Business: 9 years

DERBY AND COMPANY INC

Website

(617) 527-8900

7 Wells Avenue

Newton, MA 02459

SEC#: 801-30056
Years in Business: 33 years

JONATHAN D. POND, LLC

Website

(617) 243-0020

300 Washington Street; One Gateway Center
Suite 413
Newton, MA 02458

SEC#: 801-66229
Years in Business: 13 years

GROVESTREET

Website

(781) 263-6100

2221 Washington Street
Building 1, Suite 201
Newton, MA 02462

SEC#: 801-60272
Years in Business: 19 years

ASCENSUS INVESTMENT ADVISORS, LLC

Website

(617) 454-6400

95 Wells Avenue
Suite 160
Newton, MA 02459

SEC#: 801-61492
Years in Business: 18 years