Find the right advisors to meet your financial planning needs in Massachusetts

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Massachusetts that can fulfill your requirements.

List of Qualified
Financial Planners in Massachusetts


Dawn G. Rimari

Commonwealth Financial Network

26-28 West Street Suite 203

Beverly, MA 01915

978 9693953

Connect with Dawn

Michael MacLean

Mercantile Private Wealth Management

255 Park Ave
STE 1000

Worcester, MA 01609

774 2391862

Connect with Michael

Rich Testa

Testa Associates

181 Worcester Street

Natick, MA 01760

508 6552410

Connect with Rich

Bill Coke

The William R. Coke Group

50 Rowes Wharf, 4th Floor

Boston, MA 02110

617 6542849

Connect with Bill

Bob Andreola

Edelman Financial Engines, LLC

16 Chestnut St.
Suite 220

Foxboro, MA 02035

508 2034075

Connect with Bob

Jared Rubin

Edelman Financial Engines, LLC

25 Burlington Mall Road
Suite 405

Burlington, MA 01803

339 2345600

Connect with Jared

Mike Meuse

Edelman Financial Engines, LLC

57 Wells Ave.
Suite 31

Newton, MA 02459

617 5562372

Connect with Mike

Adam Wojtkowski

Copper Beech Wealth Group

20 Cabot Boulevard
Suite 300

Mansfield, MA 02048

508 2900551

Connect with Adam

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