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

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Bill Keyser

UBS Financial Services

55 William St

Wellesley, MA 02481

781-446-8955

Connect with Bill
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Mark Singer CFP® Author & President,

Safe Harbor Retirement Planning

152 Lynnway
Suite 1A

Lynn, MA 01902

781-599-2660

Connect with Mark
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Michael Cammarata

MSA Financial

25 Braintree Hill Park
Suite 205

Braintree, MA 02184

781-843-3500

Connect with Michael
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Michael MacLean

Mercantile Private Wealth Management

255 Park Ave
STE 1000

Worcester, MA 01609

774-239-1862

Connect with Michael
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Adam Wojtkowski, CFP(R), EA

Smith, Salley & Associates

55 West Street
Suite 201

Walpole, MA 02081

508-450-7841

Connect with Adam
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Ayaz Mahmud

West Branch Capital LLC

9 Research Drive, Suite 1
P.O. Box 2067

Amherst, MA 01004

413-256-1225

Connect with Ayaz
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Bill Coke

The William R. Coke Group

50 Rowes Wharf, 4th Floor

Boston, MA 02110

617-654-2458

Connect with Bill
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Bob Andreola

Edelman Financial Engines, LLC

16 Chestnut St.
Suite 220

Foxboro, MA 02035

508-203-4075

Connect with Bob
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Gabriel Goodhope

Edelman Financial Engines, LLC

57 Wells Ave.
Suite 31

Newton, MA 02459

339-225-4967

Connect with Gabriel
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Jared Rubin

Edelman Financial Engines, LLC

25 Burlington Mall Road
Suite 405

Burlington, MA 01803

339-234-5600

Connect with Jared
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Josh Darwin

Regal Financial

669 South St

Needham, MA 02492

617-281-2721

Connect with Josh

Frequently Asked Questions

Why do I need a Financial Planner?

A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.

How to choose a good Financial Planner?

While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.

What does a Financial Planner do?

A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.

How much does a Financial Planner cost?

Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.

What questions to ask a Financial Planner?

When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:

- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on

- How much do you charge? Do you charge a fee or a commission based on assets handled?

- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?

- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?