Areas served: Cambridge, MA and surrounding Greater Boston area
Cambridge hosts a concentration of financial advisors serving the diverse needs of MIT and Harvard faculty, biotech executives, and multi-generational families. The local advisory landscape includes fee-only fiduciaries, wealth management firms managing complex equity compensation, and specialists in academic retirement planning. This directory provides verified information on credentials, compensation models, minimum asset requirements, and areas of expertise for registered investment advisors and financial planners practicing in Cambridge.
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.
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.
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.
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.
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.
Wingate Wealth Advisors is an independent, fee-only wealth management firm in Lexington, MA serving individuals and families since 1986. The firm offers comprehensive financial planning, investment management, and retirement planning services delivered by CFP-certified advisors with decades of combined experience. They use a collaborative, customized approach that combines solid planning fundamentals with leading technology to help clients align their investments with their specific financial goals and life circumstances.
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.
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.
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.
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.
Lexington Wealth Management is an independent financial advisory firm serving the Boston area with comprehensive wealth planning and investment management services. The firm works with individuals and families to develop personalized financial strategies tailored to their goals and life circumstances. They focus on delivering professional guidance across retirement planning, investment allocation, and long-term wealth building.
Parkway Wealth Management is a financial advisory firm located in West Roxbury offering personalized wealth management and financial consulting services. The firm works with clients to develop comprehensive financial strategies tailored to their individual goals and circumstances. They provide expert guidance on investments, financial planning, and wealth management to help clients build and protect their financial futures.
Balance Wealth Advisors is the top-ranked financial advisor in the Cambridge area with a Lantern Score of 85.04/100 and a 5-star rating from 147 reviews. Based in Wellesley, they specialize in comprehensive wealth management for affluent families, business owners, and retirees throughout the Boston area.
Several top-ranked advisors specialize in business owners: Anthony D Marken (Lantern Score: 83.27/100) at Ameriprise Financial, McAdam Financial (83.13/100) led by CFP Phil Simonides with 37 years of experience, and Waymark Wealth Management (82.45/100). All three have expertise in business owner transitions, succession planning, and concentrated wealth management.
Cambridge-area clients seeking transparent, fee-only advice can work with Balanced Rock Investment Advisors (Lantern Score: 81.92/100), which specializes in values-based investing for portfolios under $300,000 and high-net-worth clients; Beyond Your Hammock (80.44/100), led by CFP Eric Ruano and focused on busy professionals; or Single Point Partners (80.65/100), which uses a Personal CFO model for comprehensive wealth management.
Mission Park Capital (Lantern Score: 75.80/100) specializes in working with young professionals and first-generation wealth builders, and is particularly strong for tech workers with equity compensation (RSUs), families planning college costs, and career-transitioning professionals.
Balanced Rock Investment Advisors (Lantern Score: 81.92/100) and Waymark Wealth Management (82.45/100) both specialize in values-based and ESG-focused investing. Balanced Rock is fee-only and fiduciary, while Waymark serves successful professionals aged 40–70 interested in socially responsible investing strategies.
None of the 24 financial advisors in the Cambridge area are currently open on weekends. All operate during standard business hours, so weekend appointments are not available.