Best Financial Advisors in Boston, Massachusetts

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Paceline Wealth Management is a Boston-based financial advisory firm specializing in comprehensive financial planning, investment management, and business exit strategy for tech and biotech executives, business owners, and physicians. Founded by Jeremy Bohne, a Cornell MBA and Certified Exit Planning Advisor, the firm combines institutional-grade investment expertise with concierge-level service to help clients navigate complex financial decisions including retirement planning, employer stock options and RSUs, and M&A windfalls. Operating on a fee-only, commission-free model with fiduciary obligations, Paceline serves clients across the country on a remote basis while maintaining offices in Boston.

Commonwealth Financial Group is a financial planning firm based in Boston serving over 95,000 clients with personalized financial advisory services. They offer customized financial planning, investment management, and consulting to help clients achieve financial confidence and build secure futures. CFG combines meticulous analysis with a collaborative approach, working seamlessly with clients' existing advisory teams to deliver integrated financial strategies and cutting-edge solutions.

Crestwood Advisors is an independent financial advisory firm based in Boston's Financial District, serving high-net-worth individuals and families with comprehensive wealth management services. The firm provides personalized investment management, retirement planning, and financial strategy tailored to each client's unique goals and circumstances. Their team of experienced advisors focuses on delivering fiduciary-level service and building long-term client relationships.

Beacon Pointe Advisors is a Boston-based wealth management firm providing comprehensive financial planning, investment management, retirement planning, estate planning, and strategic tax strategies to private clients. They specialize in serving physicians and healthcare professionals, women investors, and high-income families, with particular expertise in values-based investing and financial planning during divorce. The firm's team includes CFP® certificants and experienced wealth advisors dedicated to a holistic approach that addresses all aspects of clients' financial well-being.

Fiduciary Trust Company is a Boston-based private wealth management firm with 140 years of history specializing in integrated financial planning, investment management, and trustee services for individuals, families, business owners, and nonprofits. They offer customized, tax-aware investment strategies, comprehensive wealth planning that combines financial and estate planning, and access to New Hampshire trust advantages including perpetual trusts and directed trusts. Known for personal service with experienced advisors and a 98% average annual client retention rate, Fiduciary Trust serves as a fiduciary partner for clients managing concentrated stock positions, succession planning, charitable giving strategies, and multigenerational wealth transfer.

G2 Capital Advisors is a financial advisory firm located in Boston specializing in personalized wealth management and financial planning services. The team provides comprehensive guidance on investment strategy, retirement planning, and financial goal-setting for clients seeking professional management of their assets. They offer consultative services designed to help clients build and preserve wealth through tailored financial solutions.

Flagship Wealth Management is an independent financial advisory firm located in Quincy serving the greater Boston area. They provide comprehensive wealth management, investment planning, and financial advisory services to help clients build and protect their assets. The firm takes a personalized approach to financial planning, working directly with clients to develop strategies aligned with their long-term financial goals.

Captrust is a comprehensive financial advisory firm serving Boston and the surrounding region with personalized wealth management and financial planning services. Their team of experienced consultants works with individuals and families to develop customized investment strategies, retirement planning, and comprehensive financial guidance. Captrust combines fiduciary expertise with a client-first approach to help clients build and protect their wealth.

Daniel Hall is a financial advisor at Ameriprise Financial Services in Boston, offering comprehensive financial planning and investment management services. He works with clients to develop personalized strategies for retirement planning, wealth management, and financial goals. As part of the Ameriprise network, he combines professional expertise with access to a full range of financial products and services.

Bessemer Trust is a private wealth management firm serving high-net-worth individuals and families from its Boston office at Two International Place. The firm provides comprehensive wealth management services including investment management, financial planning, estate planning, and fiduciary services tailored to affluent clients. Bessemer Trust combines institutional-quality investment expertise with personalized advisory relationships to help clients grow and preserve wealth across generations.

Michael J DeBiase is a Chartered Retirement Planning Counselor (CRPC™) at Edward Jones in Boston, specializing in retirement income and savings strategies, portfolio reviews, and financial planning for entrepreneurs and business owners. He works with clients seeking comprehensive financial guidance and charitable giving strategies, and serves clients by referral with investment minimums of $250,000.

Cambridge Associates is a global investment advisory firm headquartered in Boston that specializes in sophisticated wealth management and institutional investment strategies. With decades of experience serving high-net-worth individuals, endowments, foundations, and pension plans, they provide comprehensive portfolio management, alternative investment expertise, and personalized financial planning tailored to complex wealth preservation goals.

Great Point Wealth Advisors, LLC is a financial advisory firm based in Boston specializing in comprehensive wealth management and financial planning services. Located in the heart of Boston's financial district at One International Place, they provide personalized guidance to help clients build and preserve wealth through strategic investment and retirement planning strategies.