Find a Financial Planner in Wakefield, MA

 

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

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We Only Work With The Best Wakefield 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 Wakefield, MA


  • Financial Advisor Close to Wakefield, 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 Wakefield 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 Wakefield 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 Wakefield, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
23.1% of Wakefield'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 Wakefield area can create a custom plan and walk with you each step of the way.
In the Wakefield area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Wakefield area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Wakefield 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 Wakefield 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 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 Wakefield area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 26,993
  • % of Population 62 Years and Over: 23.1%
  • Average Home Value: $532,400
  • Average Monthly Housing Cost: $1,765
  • Average Household Income: $129,924
  • 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 Wakefield, MA


FLAGSHIP WEALTH ADVISORS, LLC.

Website

(800) 631-9997

301 Edgewater Place
Suite 400
Wakefield, MA 01880

SEC#: 801-112001
Years in Business: 3 years

SENTINEL PENSION ADVISORS INC

Website

(781) 914-1450

100 Quannapowitt Pkwy
Suite 300
Wakefield, MA 01880

SEC#: 801-55783
Years in Business: 22 years

FINANCIALLY IN TUNE

Website

(781) 587-0582

607 North Avenue
Door 18 Floor 2
Wakefield, MA 01880

SEC#: 801-117891
Years in Business: 1 years