Find a Financial Planner in Wellesley, MA

 

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

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We Only Work With The Best Wellesley 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 Wellesley, MA


  • Financial Advisor Close to Wellesley, 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 Wellesley Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Wellesley area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Wellesley include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
17.9% of Wellesley'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 Wellesley area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Wellesley area, qualified financial professionals--like financial advisors--offer estate planning services.
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 Wellesley area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Wellesley area is generally long-term and performed with the help of a qualified planner. 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 Wellesley 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 Wellesley area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 28,747
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $1175,600
  • Average Monthly Housing Cost: $3,065
  • Average Household Income: $287,793
  • 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 Wellesley, MA


WELLESLEY ASSET MANAGEMENT, INC.

Website

(781) 416-4000

20 William Street
Suite 310
Wellesley, MA 02481

SEC#: 801-61288
Years in Business: 18 years

JULEX CAPITAL MANAGEMENT

Website

(781) 489-5398

40 Grove Street
Suite 140
Wellesley, MA 02482

SEC#: 801-106823
Years in Business: 5 years

CAMMACK RETIREMENT GROUP

Website

(781) 237-2291

100 William Street
Suite 215
Wellesley, MA 02481

SEC#: 801-67014
Years in Business: 14 years

WESTON FINANCIAL

Website

(781) 235-7055

100 William St
Suite 200
Wellesley, MA 02481

SEC#: 801-18403
Years in Business: 38 years

PEAK FINANCIAL MANAGEMENT INC

Website

(781) 487-9500

20 William Street
Suite 135
Wellesley, MA 02481

SEC#: 801-39737
Years in Business: 29 years

STRATEGIC PLANNING GROUP, INC.

Website

(781) 444-9010

57 River Street
#306
Wellesley, MA 02481

SEC#: 801-72178
Years in Business: 9 years

THE RELAXING RETIREMENT COACH, INC.

Website

(781) 235-7550

Wellesley Office Park
80 William Street, Suite 260
Wellesley, MA 02481

SEC#: 801-69302
Years in Business: 12 years

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

Website

(781) 416-1700

36 Washington Street, Suite 280

Wellesley, MA 02481

SEC#: 801-63830
Years in Business: 16 years

F L PUTNAM INVESTMENT MANAGEMENT CO.

Website

(800) 344-3435

20 William Street, Suite G40

Wellesley, MA 02481

SEC#: 801-21951
Years in Business: 36 years

FAIRFIELD FINANCIAL ADVISORS

Website

(781) 431-1119

The Wellesley Office Park
20 William Street, Ste 260
Wellesley, MA 02481

SEC#: 801-44279
Years in Business: 27 years