Find a Financial Planner in Woburn, MA

 

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We Only Work With The Best Woburn 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 Woburn, MA


  • Financial Advisor Close to Woburn, 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 Woburn Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Woburn area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Woburn is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
20.6% of Woburn'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 Woburn area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Woburn 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 a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Woburn area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Woburn 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Woburn 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 is a good way to make high-interest debts more manageable. Advisors in the Woburn area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 40,304
  • % of Population 62 Years and Over: 20.6%
  • Average Home Value: $462,000
  • Average Monthly Housing Cost: $1,681
  • Average Household Income: $108,751
  • 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 Woburn, MA


GARRETT NAGLE & CO., INC.

Website

(617) 737-9090

300 Unicorn Park Drive

Woburn, MA 01801

SEC#: 801-11370
Years in Business: 45 years

SALEM CAPITAL MANAGEMENT INC

Website

(781) 932-9005

400 Unicorn Park Drive

Woburn, MA 01801

SEC#: 801-34265
Years in Business: 32 years

IQVESTMENT, LLC

Website

(877) 486-4702

12 Gill St.
Suite 5700
Woburn, MA 01801

SEC#: 801-79638
Years in Business: 7 years

PINNACLE PRIVATE WEALTH, LLC

Website

(781) 932-1044

100 Trade Center, Suite 600

Woburn, MA 01801

SEC#: 801-107018
Years in Business: 5 years

FLAGSHIP PRIVATE WEALTH

Website

(781) 756-0090

400 Trade Center - Suite 4990

Woburn, MA 01801

SEC#: 801-108301
Years in Business: 4 years

TRUST ADVISORY GROUP LTD

Website

(781) 933-6100

444 Washington Street
Suite 407
Woburn, MA 01801

SEC#: 801-46919
Years in Business: 27 years

93 FINANCIAL GROUP, LLC

Website

(781) 938-6361

600 Unicorn Park Drive

Woburn, MA 01801

SEC#: 801-78076
Years in Business: 8 years