Find a Financial Planner in Winchester, MA

 

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We Only Work With The Best Winchester 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 Winchester, MA


  • Financial Advisor Close to Winchester, 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 Winchester Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Winchester 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.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Winchester can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
20.1% of Winchester'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 Winchester area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Winchester area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 Winchester area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Winchester area often offer tax planning services to their clients. 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 Winchester 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Winchester area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 22,738
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $967,300
  • Average Monthly Housing Cost: $2,840
  • Average Household Income: $227,899
  • 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 Winchester, MA


BOSTON STANDARD WEALTH MANAGEMENT, LLC

Website

(781) 721-0072

31 Church St. #3

Winchester, MA 01890

SEC#: 801-81146
Years in Business: 6 years

SHEPHERD FINANCIAL PARTNERS, LLC

Website

(781) 756-1804

1004 Main Street

Winchester, MA 01890

SEC#: 801-106533
Years in Business: 6 years