Find a Financial Advisor in Northampton, MA

 

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

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We Only Work With The Best Northampton 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 Northampton, MA


  • Financial Advisor Close to Northampton, 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 Northampton, 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 Northampton, MA

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

  • Population: 28,516
  • % of Population 62 Years and Over: 23%
  • Average Home Value: $334,300
  • Average Monthly Housing Cost: $1,270
  • Average Household Income: $93,153
  • 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 Northampton, MA

 

NEW ENGLAND CAPITAL

Website

(413) 584-9121

120 King Street

Northampton, MA 1060

SEC#: 801-45616
Years in Business: 28 years

ST. GERMAIN INVESTMENT MANAGEMENT, INC.

Website

(413) 584-9121

120 King St

Northampton, MA 1060

SEC#: 801-12471
Years in Business: 45 years

ST. GERMAIN INVESTMENT MANAGEMENT, INC.

Website

(413) 584-9121

120 King St

Northampton, MA 1060

SEC#: 801-12471
Years in Business: 45 years

EAGLE STRATEGIES LLC

Website

(413) 586-6725

351 Pleasant Street
Ste D
Northampton, MA 1060

SEC#: 801-32987
Years in Business: 33 years

ST. GERMAIN INVESTMENT MANAGEMENT, INC.

Website

(413) 584-9121

120 King St

Northampton, MA 1060

SEC#: 801-12471
Years in Business: 45 years

ST. GERMAIN INVESTMENT MANAGEMENT, INC.

Website

(413) 584-9121

120 King St

Northampton, MA 1060

SEC#: 801-12471
Years in Business: 45 years

 


Northampton, MA Financial Advisor FAQs

A referral from a trusted friend or family member is a great place to start searching for a financial advisor who will do right by you.
First, be clear on what your needs are. Then ask how a potential financial advisor had an experience with a client in the past with likely the same profile as yours.
Financial advisors can be paid hourly or through a commissions. When you work with an adviser who charges an hourly fee, the financial advisor will generally charge $100-300 per hour. If they receive a commission, it's calculated as a percentage and ranges from 10% - 50%.
Financial advisors provide guidance and advice for financial issues for their clients. They help people with insurance, investing and retirement planning, and can help save you money.