Areas served: Cambridge, Newton, Boston, Brookline, Somerville
Balance Wealth Advisors is an independent financial advisory firm based in Wellesley, MA, serving affluent individuals and families across the Boston area. The team provides comprehensive wealth management, retirement planning, investment strategy, and insurance services tailored to each client's unique financial goals. They focus on building long-term relationships through personalized guidance and a fiduciary approach to managing assets and planning for life's major milestones.
Cornerstone Financial Group LLC is an independent financial advisory firm in Plymouth, MA, founded by Brendon Elliot and led by a team of financial professionals and advisers. They provide comprehensive financial guidance centered on three core pillars: Protection (insurance and risk management), Accumulation (wealth-building strategies), and Retirement Planning. Their services include retirement planning, investment management, tax reduction strategies, estate planning, disability and life insurance, asset allocation, business exit strategy, college savings, and coordination with other professionals. Known for candid, straightforward advice tailored to each client's lifestyle and goals, they emphasize accessibility and small-town service backed by national resources.
Savant Wealth Management is a fee-only, independent financial advisory firm in Westwood serving high-net-worth individuals and families with at least $750,000 in investable assets. Their team of CFP-certified advisors provides comprehensive wealth management including investment management, retirement planning, estate planning, tax advisory, trust services, and accounting consulting. Operating under strict fiduciary standards, they prioritize objective advice tailored to each client's long-term goals and values.
Kelly Financial Services LLC is an independent financial advisory firm based in Braintree, MA, specializing in retirement planning and wealth management. Founded by Kelly Kelly, the firm uses a proprietary "Safe Money Strategies" process that emphasizes consistent, structured financial planning across wealth accumulation, preservation, and distribution. They provide portfolio risk analysis, retirement readiness planning, and personalized financial recommendations grounded in fiduciary principles and transparency.
Imperia Wealth Management is an independent financial advisory firm based in Braintree serving clients throughout the Boston area. They provide comprehensive wealth management, investment management, retirement planning, and financial strategy services tailored to high-net-worth individuals and families. The team focuses on personalized financial planning and disciplined investment strategies to help clients achieve their long-term financial goals.
Anthony D Marken is a Private Wealth Advisor at Ameriprise Financial Services in Waltham, MA, specializing in comprehensive financial planning for high-net-worth individuals and families. With multiple professional certifications including CFP, AEP, and AWMA designations, he provides integrated wealth management services covering investment management, retirement planning, estate planning, tax strategy, and insurance solutions. His expertise spans asset allocation, portfolio management, and specialized planning for business owners, retirees, and families with complex financial needs.
Shervin Sadr is an independent financial planner based in Boston's Seaport District, serving clients throughout the Boston area. He specializes in comprehensive financial planning, investment management, and retirement strategy tailored to individual client goals. With a focus on personalized service and fiduciary responsibility, Sadr helps clients build and protect their wealth through strategic planning and ongoing portfolio management.
McAdam Financial, led by CFP® Phil Simonides with 37 years of experience, provides comprehensive financial planning and wealth management for pre-retirees and retirees throughout the Northeast. They specialize in holistic retirement planning, tax optimization, safe money strategies, and asset management designed to help clients protect and grow their wealth while mitigating inflation and market volatility. Their process-driven approach combines written financial plans, safe money strategies to preserve capital, and proprietary portfolio management to help clients keep more of their hard-earned savings.
Waymark Wealth Management is an independent financial advisory firm in Marlborough serving the Greater Boston Area. Founded and led by Brendan, Brandon, and Hanifa, they specialize in comprehensive financial planning for successful professionals aged 40–70, using behavioral finance to align investment strategies with clients' values and life goals. They offer personalized wealth management, retirement planning, tax-efficient strategies, and legacy planning through transparent, fixed-fee arrangements—with no investment minimums and a philosophy of intentional wealth management that pairs financial guidance with social responsibility.
Munroe Morrow Wealth Management is a Boston-based full-service wealth management firm specializing in disciplined investment management and personalized financial planning for high net worth individuals, families, and business owners with at least $1 million in investable assets. Founded in 1993 and managing over $1 billion in assets for more than 500 families, the firm offers comprehensive services including retirement planning, investment management, stock options and equity compensation analysis, and tax-savings strategies. Their team works closely with ultra-high net worth individuals, pre-retirees, entrepreneurs, and employees with significant equity compensation to help them invest with confidence, minimize taxes, and build lasting legacies.
Balanced Rock Investment Advisors is a fee-only, fiduciary financial advisory firm based in Boston that specializes in comprehensive financial planning and values-based investing. Founded on the principles of transparency and alignment with client interests, they offer hourly financial planning services starting at $250/hour for clients with portfolios under $300,000, and wealth management with unlimited planning for larger portfolios. Their Values+Value® approach integrates Environmental, Social and Governance (ESG) research to help clients invest in companies that align with their values while pursuing impact investing opportunities.
Carolyn Nolan is a CFP-certified Private Wealth Advisor with Ameriprise Financial Services in Winchester, MA, specializing in comprehensive financial planning for individuals and families. With advanced credentials including Accredited Wealth Management Advisor (AWMA), Accredited Estate Planner (AEP), and Accredited Investment Fiduciary (AIF) certifications, she provides personalized guidance across investment management, retirement planning, estate planning, tax strategy, and risk management. Her multi-credential approach ensures clients receive sophisticated, fiduciary-standard advice tailored to their specific financial goals and life circumstances.
Claro Advisors is a Boston-based financial advisory firm specializing in comprehensive wealth management and financial planning for individuals and families. They provide personalized guidance on investment management, retirement planning, tax strategies, and estate planning to help clients build and preserve wealth. With a focus on fiduciary responsibility and client-centered advice, Claro Advisors serves as a trusted partner for navigating complex financial decisions.
Single Point Partners is a fee-only financial planning firm in Boston that provides comprehensive wealth management and financial planning services for families. Led by their Personal CFO model, they deliver "Wealth Logistics™"—a fixed-dollar annual fee service that goes beyond traditional advice to actively manage and organize all aspects of your financial life. They focus on implementation and ongoing management through custom tools like Knudge (Financial Life Calendar) and SingleView (Financial Accounts Dashboard), helping clients stay organized and make decisions as their circumstances change.
Concierge Wealth Management™️ is a Boston-based financial advisory firm that provides personalized wealth management, investment management, and financial planning services to high-net-worth individuals and families. The team takes a comprehensive approach to wealth strategy, offering retirement planning, investment guidance, and insurance solutions tailored to each client's unique goals. They emphasize personalized service and ongoing relationship management to help clients build and protect their wealth.
Beyond Your Hammock is a fee-only financial advisory firm in Boston led by CFP Eric Ruano and his team, specializing in comprehensive financial planning for busy professionals with complex income structures, equity compensation, and life transitions. They provide personalized wealth management, investment guidance, and financial coaching to help clients make confident decisions about their money today while planning wisely for the future. As a fully independent firm, they focus on objective advice and a human-first approach, helping clients clarify their values, set attainable goals, and maintain clear financial organization across savings, investments, and major life milestones.
Nightingale Wealth Solutions is an independent financial advisory firm based in Needham serving clients throughout the Boston area. They provide comprehensive wealth management, investment advisory, and financial planning services tailored to individual and business clients. The firm is known for personalized, fiduciary-based financial guidance and retirement planning expertise.
Coromandel Wealth Strategies is an independent financial advisory firm based in Lexington, MA, specializing in comprehensive wealth management and financial planning for individuals and families. The firm provides personalized investment management, retirement planning, tax-efficient strategies, and estate planning guidance tailored to each client's unique goals. Their fee-only approach ensures alignment with client interests rather than commission-based incentives.
Evergreen Wealth Management is an independent financial advisory firm based in Boston that provides comprehensive wealth management and financial planning services. The firm specializes in helping clients build and preserve wealth through personalized investment strategies, retirement planning, and comprehensive financial guidance. With a focus on fiduciary principles and client-centered service, they work with individuals and families to develop customized financial plans aligned with their long-term goals.
Boston Partners Private Wealth is a division of Boston Partners Global Investors offering institutional-quality investment advisory services to high-net-worth individuals and families. Their comprehensive suite includes portfolio management, tax-efficient investing strategies, estate and legacy planning, charitable giving guidance, financial planning, and investment analysis. Led by experienced professionals including a CFA Chief Investment Officer and specialists in asset allocation and equity research, they focus on transparency, tax efficiency, and achieving clients' specific financial outcomes.
Dr. Alan N. Hoffman is an independent investment manager serving clients in the Boston area from his Wellesley office. He provides personalized investment management, financial planning, and consulting services tailored to individual and family wealth goals. Dr. Hoffman's independent practice focuses on fiduciary-standard advice and hands-on portfolio management.
Investment Advisory Group is a financial planning firm based in Hanover, MA that takes a comprehensive, client-centered approach to wealth management. The team specializes in assembling personalized financial plans by first understanding each client's unique values, goals, and desired outcomes before recommending specific investments and strategies. They focus on the complete financial picture rather than isolated transactions, helping clients navigate complex financial decisions with a consultative approach.
Northeast Wealth Management, founded by Jim Moniz and Kate Leonard, provides comprehensive wealth management and financial planning services to individuals and business owners in Plymouth and the surrounding area. Their Legacy Vision Approach™ replicates family office services by combining investment management with tax, legal, estate, retirement, healthcare, and family planning. They specialize in retirement planning, succession planning for business owners, financial planning for entrepreneurs, and Social Security optimization—all delivered through open communication and personalized strategy development.
Apex Wealth Group is a financial advisory firm based in Waltham offering comprehensive wealth management, investment planning, and financial consulting services. The team helps clients build and protect their wealth through personalized strategies tailored to individual goals and life stages. They focus on providing expert guidance to help clients make informed financial decisions.
Pension & Wealth Management Advisors is an independent financial advisory firm based in Waltham, MA, specializing in comprehensive wealth management, retirement planning, and investment strategy for individuals and small business owners. The firm provides personalized financial guidance to help clients build and protect their assets across all life stages.
Fox Hill Wealth Management is an independent financial advisory firm based in Dedham serving clients throughout the Boston area. They provide comprehensive wealth management services including investment management, retirement planning, and personalized financial strategies tailored to individual client goals. The firm is known for its personalized approach and commitment to understanding each client's unique financial situation.
Radius Wealth Management is an independent financial advisory firm based in Boston's Seaport District, offering personalized investment management and wealth strategy services. Led by a team with 50 years of combined investment experience, they provide tailored financial planning, portfolio management using individual stocks and ETFs, and evidence-based investment strategies designed around each client's goals and lifestyle. They focus on personalized service rather than one-size-fits-all approaches, with daily portfolio monitoring and tax-advantaged strategies for long-term wealth building.
Mission Park Capital is a Registered Investment Advisor founded by Enrique Perez, offering comprehensive financial planning and investment management services to clients nationwide. The firm specializes in personalized financial planning (GrowTogether), portfolio design and management across all account types, college cost planning (CollegeCostsTogether), spending goals and prioritization, and career advisement and coaching. As a fee-only, fiduciary advisor, Mission Park Capital is legally bound to put clients' interests first and invests alongside clients, with transparent pricing and no commissions or outside compensation—making services accessible while preventing conflicts of interest.
Sandra Gilpatrick is a CFP® wealth consultant based in Boston who provides personalized financial planning and investment management services. With her Certified Financial Planner credentials, she helps clients develop comprehensive wealth strategies tailored to their individual goals and circumstances. She works directly with clients to build long-term financial plans and manage their investments.