Areas served: Brookline, MA and surrounding Greater Boston communities
Brookline's financial advisory landscape reflects the town's diverse demographics, from young professionals in Coolidge Corner to established families near Brookline Village and retirees throughout the community. The concentration of registered investment advisors (RIAs) in Brookline is notably high, with many practitioners specializing in areas such as retirement planning for healthcare professionals affiliated with nearby Boston medical centers, college funding strategies, and estate planning for multi-generational wealth. This directory provides detailed profiles of local financial advisors, including their credential verification (CFP®, CFA, ChFC), fee structures (fee-only, fee-based, or commission-based), fiduciary status, minimum asset requirements, and specific planning specialties to help residents identify advisors suited to their financial circumstances.
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.
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.
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.
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.
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.
Insight Financial Strategists LLC is an independent financial advisory firm based in Newton, Massachusetts, serving clients throughout the Boston area. They provide comprehensive financial planning and investment management services tailored to help clients build and preserve wealth. The firm is dedicated to working in clients' best interests with a focus on personalized strategies.
Balance Wealth Advisors is the top-ranked financial advisor in the Brookline area with a Lantern Score of 85.04/100 and a 5-star rating across 147 reviews. Based in Wellesley, they specialize in comprehensive wealth management for affluent families, business owners, and retirees throughout the Boston area.
Savant Wealth Management (Lantern Score: 83.38/100) specializes in high-net-worth individuals with at least $750,000 in investable assets and offers fee-only advisory services. For those with substantial wealth, Balance Wealth Advisors (85.04/100) and Imperia Wealth Management (83.33/100) also provide comprehensive wealth management tailored to affluent clients.
Kelly Financial Services LLC (Lantern Score: 83.35/100, 4.9★) specializes in retirement planning and is particularly suited for pre-retirees and retirees concerned about portfolio risk alignment. McAdam Financial (83.13/100, 4.9★), led by CFP Phil Simonides with 37 years of experience, also focuses specifically on pre-retirees and retirees seeking tax-optimized wealth management.
Balance Wealth Advisors (Lantern Score: 85.04/100) is highly regarded for business owners seeking comprehensive wealth planning. Savant Wealth Management (83.38/100) also specializes in business owners planning succession or facing major financial events, and Munroe Morrow Wealth Management (82.14/100) serves business owners and entrepreneurs managing complex financial situations.
Savant Wealth Management (Lantern Score: 83.38/100, 5★) is a fee-only, independent firm serving high-net-worth individuals. Balanced Rock Investment Advisors (81.92/100, 5★) is also fee-only and specializes in transparent, fiduciary advice for values-conscious investors, while Single Point Partners (80.65/100, 5★) offers fee-only comprehensive wealth management using a Personal CFO model.
Balanced Rock Investment Advisors (Lantern Score: 81.92/100, 5★) is a fee-only, fiduciary firm specializing in values-based investing and ESG-focused strategies. They serve both emerging investors with portfolios under $300,000 and high-net-worth individuals seeking impact investing strategies.