Find a Financial Advisor in Winchester, MA

 

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We did the hard work of finding trustworthy partners 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.

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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 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

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 1890

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

SHEPHERD FINANCIAL PARTNERS, LLC

Website

(781) 756-1804

1004 Main Street

Winchester, MA 1890

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

BAY COLONY ADVISORY GROUP, INC.

Website

(781) 729-2328

9 Lagrange Street

Winchester, MA 1890

SEC#: 801-107792
Years in Business: 5 years

FIDUCIARY INVESTMENT TRUSTS, LLC

Website

(617) 960-6442

11 Myrtle St

Winchester, MA 1890

SEC#: 801-113621
Years in Business: 3 years

BAY COLONY ADVISORY GROUP, INC.

Website

(781) 729-2328

9 Lagrange Street

Winchester, MA 1890

SEC#: 801-107792
Years in Business: 5 years

PRINCIPAL STREET PARTNERS, LLC

Website

(617) 777-9682

61 Fletcher Street

Winchester, MA 1890

SEC#: 801-108508
Years in Business: 5 years

PRINCIPAL STREET PARTNERS, LLC

Website

(617) 777-9682

61 Fletcher Street

Winchester, MA 1890

SEC#: 801-108508
Years in Business: 5 years

 


Winchester, MA Financial Advisor FAQs

You can ask any advisor to send you a proposal that includes their compliance disclosures, which should be everything up front. Look at their operating agreement; status; background; regulatory action history; and how much they charge in fees (should all be included) before signing anything. Most importantly, make sure the plan is customized to your needs and objectives.
Absolutely. Investing can be a complicated and stressful process, so you should always have a professional to manage your accounts.
Some financial advisors get paid via commission, such as the people who work for insurance and investment companies. Others do not get paid if their clients don't invest more than a certain threshold at each meeting. Other advisors charge an hourly or quarterly fee to provide advice that's usually tried and true - providing general negotiation and budgeting counseling without taking risks with individual stocks and other securities.
First and foremost, you want to find an advisor who is a fiduciary. The advisor should be required by law to act when in the best interest of their clients when advising them about financial decisions.