Find a Financial Advisor in Waltham, MA

 

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

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We Only Work With The Best Waltham 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 Waltham, MA


  • Financial Advisor Close to Waltham, 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 Waltham, 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 Waltham, MA

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

  • Population: 62,777
  • % of Population 62 Years and Over: 16.9%
  • Average Home Value: $543,800
  • Average Monthly Housing Cost: $1,788
  • Average Household Income: $115,461
  • 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 Waltham, MA

 

SAVIOR WEALTH

Website

(617) 699-8877

800 South Street
Suite 200
Waltham, MA 2453

SEC#: 801-114564
Years in Business: 2 years

FOSTER DYKEMA CABOT & PARTNERS, LLC

Website

(617) 423-3900

1075 Main Street Suite 200

Waltham, MA 2451

SEC#: 801-114693
Years in Business: 2 years

PENSION & WEALTH MANAGEMENT ADVISORS

Website

(781) 398-0077

800 South Street
Suite 160
Waltham, MA 2453

SEC#: 801-119016
Years in Business: 1 years

WINDROSE ADVISORS LLC

Website

(617) 421-1750

Watermill Center
800 South Street, Suite 600
Waltham, MA 2453

SEC#: 801-70859
Years in Business: 12 years

ASPIRE WEALTH MANAGEMENT CORPORATION

Website

(617) 245-8500

271 Waverly Oaks Road
Suite 200
Waltham, MA 2452

SEC#: 801-78407
Years in Business: 8 years

MONTIS FINANCIAL, LLC

Website

(781) 541-5057

230 Third Avenue
Third Floor
Waltham, MA 2451

SEC#: 801-76534
Years in Business: 9 years

BALLENTINE PARTNERS

Website

(781) 314-1300

230 Third Avenue
Suite 6
Waltham, MA 2451

SEC#: 801-71062
Years in Business: 11 years

SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC

Website

(781) 642-0890

203 Crescent Street
Suite 404
Waltham, MA 2453

SEC#: 801-64149
Years in Business: 16 years

THE HARVEST GROUP

Website

(781) 996-3300

800 South Street
Suite 200
Waltham, MA 2453

SEC#: 801-108343
Years in Business: 5 years

 


Waltham, MA Financial Advisor FAQs

Visit your trusted bank and inquire if they have financial advisors. Usually, banks partner with financial advising companies as they also offer services and up-sell products relevant to financial management to bank clients.
Yes. An advisor will not only look at your finances- they will help you create a comprehensive plan for the future, and offer financial advice at any age or stage in life.
Be sure you understand how your advisor prefers to be compensated before deciding whether to work with them. Have him/her define fee structure and weigh this alongside the services he/she can render for you.
Financial advisors mainly do the job of managing your finances. They also keep you educated on everything from currency exchange rates and investment options, to managing taxes and on many more areas of financial management.