Wimgo uses a multi-phase selection process beginning with a holistic review by our data team to check any red flags or unresolved complaints. It then selects its curated list using its expert review team on five main criteria listed below, assigning them numerical values. Finally, it selected the top 21 Financial Planners for Boston, ma.
Analysis of all reviews across verifiable platforms to determine overall sentiment.
Team experience and knowledge, along with number of years in business.
The quality of service delivered measured by quality, speed, and value.
Rate at which the business consistently produce high quality outcomes.
Reputation and quality of customer experience departments.
Artemis Financial Advisors is a fee-only financial planning and investment management firm based in Boston, Massachusetts. They have no financial relationships with any brokerage firms, mutual fund companies, or money managers. They believe the best investment strategy for all clients is an outgrowth of a proper financial planning exercise that addresses all of their financial needs and goals.
BYH helps 30- and 40-something professionals reach the financial freedom and peace of mind they desire. Financial planning is an ongoing process that helps you make well-informed, mindful decisions throughout life. In working with BYH, you go from being reactive with your finances and waiting for something to happen, then trying to figure out how to deal with it.
Solari Financial Planning is a fee-only financial planning firm specializing in working with physicians and engineers. They have offices in Bedford, Nashua NH, and Boston MA. This firm also has the technology to reach clients no matter where they are. Their experience and expertise have led to requests and quotes in notable publications, including The Wall Street Journal.
Compass Planning Associates is a team of experienced financial experts offering fee-only financial planning and investment advisory services. Their combined knowledge and experience, coupled with their interactive approach, makes Compass Planning Associates the right choice for those seeking their own personal team of financial advisors. They are located in Boston.
Lantern Financial, LLC is a comprehensive, fee-only financial planning firm. They are dedicated to helping individuals and families in their prime saving years to reach their goals and dreams and to achieve success in their financial lives. They help their clients in such areas as investment, insurance, tax, retirement, and estate planning, educational loan repayment, savings, debt, and cash flow management.
Concierge Wealth Management is a community-based firm founded in 2010. They are committed to serving the needs of families and individuals seeking independent, objective, comprehensive financial planning advice. Generally, their clients have roots in the Boston area, and the majority of their clients live within 15 miles of their waterfront office.
Boston Financial Management, Inc. was established in 1976. he firm has grown into investment management and wealth advisory firm, serving the needs of individuals, families, and institutions. BFM is an independent advisor registered with the Securities & Exchange Commission. Under the Investment Advisors Act of 1940, registration does not imply the level of skill or training.
At Modera Wealth Management, they work to lead their clients toward the attainment of their financial aspirations. As fiduciaries, they put their clients’ interests first, while upholding the highest levels of integrity and professionalism. They serve their clients the way they would want to be treated themselves, by partnering with them in a respectful, collaborative relationship.
Boston Portfolio Advisers engage in no other business than managing money for its clients. Its team has over 55 years of combined experience in the investment management business and over 20 years working together managing diversified portfolios and individual stocks. Their advanced degrees include two MBAs and a Ph.D.
Birch Hill Investment Advisors was founded in Boston in 2007 by Gary Mikula, Miner Crary, Rob O’Neil, and Tom Reilly. More than a decade later, the founders continue to be inspired by the loyalty of the many clients Birch Hill serves today and the confidence they have in the firm.
Massachusetts Mutual Life Insurance Company (MassMutual), was established in 1857 with the commitment of providing extraordinary financial services to individuals, families, business owners, and companies. Over 150 years later, the agency’s original mission is still observed. Commonwealth Financial Group’s culture is characterized by teamwork, trust, cooperation, and collaboration.
Ameriprise Financial has helped millions of clients achieve their financial goals for more than 120 years. Their financial advisors use a personalized approach to help clients plan for the full and rich life they’ve earned. They believe that with the right advisor, the right advice, and the right firm, life can be brilliant.
An experienced investment professional for more than 23 years, Sandra focuses her business on holistic wealth management and planning for women. She helps women organize and understand their financial lives and guides them along a path toward their goals. Sandra wants women to be comfortable with their financial decisions and helps them to that end.
Darrow Wealth Management provides hardworking professionals in the community an alternative to the impersonal nature of working with a big firm. Today, they are proud to be uniquely positioned as a second-generation family business led by a predominantly female team of financial advisors. Their clients want to work with an advisor – not a salesperson.
Choate, one of the nation’s premier law firms, is different from the vast majority of major firms in ways they believe materially benefit its clients. Choate’s clients extend across the US and many foreign countries and include Fortune 500 companies, public and private companies, PE/VC firms, financial institutions and wealthy individuals.
Freedom Trail is proud to be the independent, boutique wealth management provider of biopharma and life sciences professionals, women executives, individuals, and families across the Boston metro area. The mission of Freedom Trail Financial is to empower their clients to achieve their financial aspirations and enable them to live in accordance with their personal values while confidently planning for the future.
Fenway Financial Advisors is a fixed-fee advisor providing efficient advice for “the 19%”. Their personalized financial planning and investment advice are always delivered with their clients’? best interests first, combined with a relentless focus on low fees to help their clients achieve their goals. They are located in Boston, Massachusetts.
Financial planning is not just about your future, it’s about your present as well. Their focus on the needs and goals of their clients in combination with their deep experience, adaptive use of technology, and an innovative investment process help them create better outcomes and happier clients. This company is founded in 2012 in Boston.
They strive to understand your unique circumstances, goals, and values and then develop strategies that seek to protect, preserve and grow your wealth. Their interests are aligned; fees are based on a percentage of assets under management. They not only help you achieve your individual goals, they forge lasting relationships.
As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of its clients. Their investment approach starts with the belief that portfolio parameters ought to be aligned with client goals. Appleton Partners, Inc. is a registered investment adviser.
Falcon is a private equity firm that invests subordinated debt and equity capital in leading middle-market companies. With $3.6 billion of capital under management and an experienced investment team, Falcon is a responsive and resourceful financing partner. Falcon evaluates investment sizes from $30 to $150 million per transaction and has significant capital available for investment.