Fiduciary advisors in Massachusetts

Agawam, Massachusetts

Deliso Financial and Insurance Services, located in Agawam, Massachusetts, is led by Jean M Deliso, CFP®, who has worked in financial services for thirty years. The firm develops integrated financial plans addressing protection, retirement, investment, estate planning, and charitable giving for individuals and business owners, with particular focus on succession and legacy planning. Jean holds membership in the Nautilus Group through New York Life and has been recognized on New York Life's Chairman's Council since 2012 and as a member of the Million Dollar Round Table since 1999.

Agawam, Massachusetts

Insurance-Based

Justin Doyle, Wealth Advisor - Eagle Strategies is an insurance-based firm in Agawam, Massachusetts. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Amesbury, Massachusetts

Independent RIA

Saltbox Financial LLC is an independent, fee-only registered investment advisor based in Amesbury, Massachusetts, operating since 1999 under its original name Peace of Money. The firm, owned by CFP® professionals Vera Kelsey-Watts and Leslie Modica, both NAPFA-registered advisors, provides financial planning, investment management, and tax preparation services to individuals and families nationwide with no minimum asset requirements. As a fiduciary with SEC and state registration in Massachusetts and New Hampshire, the firm charges only advisory fees and accepts no commissions or third-party compensation.

Amherst, Massachusetts

Beacon Pointe Advisors is an investment advisory firm in Amherst, Massachusetts. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Amherst, Massachusetts

Stern Financial is an investment advisory firm in Amherst, Massachusetts. Services include Financial Planning and Tax Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Auburn, Massachusetts

Boyd Financial Strategies, Inc. is an investment advisory firm in Auburn, Massachusetts. Services include Financial Planning and Investment Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Belchertown, Massachusetts

Cold Spring Investments is a wealth management firm based in Belchertown, Massachusetts that works with clients to develop financial strategies aligned with their personal goals and values. The firm coordinates with clients' other professional advisors, including attorneys and accountants, to create comprehensive plans. Cold Spring Investments emphasizes a long-term, personalized approach to managing and preserving assets.

Belmont, Massachusetts

Moore Financial Advisors, Ltd. provides financial planning and investment management services to clients in Belmont, Massachusetts. The firm offers comprehensive wealth management on an ongoing basis, including financial planning, tax planning, investment management, and college planning for clients with at least $500,000 to invest, as well as limited-term hourly engagements for those seeking guidance on specific planning topics. Services encompass retirement preparation, Social Security optimization, investment strategy implementation through mutual funds and ETFs, tax analysis, college funding strategy, and philanthropic planning.

Boston, Massachusetts

Wealth Enhancement Group is an investment advisory firm in Boston, Massachusetts. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Boston, Massachusetts

Cerity Partners is an investment advisory firm in Boston, Massachusetts. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Boston, Massachusetts

Fee-Only

Beyond Your Hammock is a fee-only fiduciary wealth management firm serving high-achieving professionals in their 30s and 40s, based in Boston and Cambridge with virtual client access throughout the United States. The firm offers financial planning and investment management services, with a CFP on staff, addressing areas such as cash flow analysis, tax planning, equity compensation, college savings, and diversified portfolio construction using low-cost public market funds and alternative investments. The firm's process involves establishing client priorities, building a balance sheet and cash flow analysis, identifying opportunities, and then strategically allocating and managing investments while adjusting plans as circumstances change.

Boston, Massachusetts

Marathon Financial Group is a wealth management firm in Boston serving retirees and high-earning mid-career professionals. The firm operates as a fiduciary and offers financial planning services structured around long-term, goals-based strategies, combining technical expertise with client education and proactive communication. The team works across generations with each household, taking a personalized approach to organize and simplify financial decisions while acting as an ongoing personal CFO.

Boxborough, Massachusetts

Sheltered Garden Financial Group, based in Boxborough, Massachusetts, is led by Ryan Creegan, a CFP® with over eight years of experience in commercial loan underwriting and financial planning. The firm offers estate planning and financial planning services, including retirement planning, investment advising, and guidance through major life transitions, serving clients across different life stages. Creegan holds a degree in Finance from Bentley University and applies a personalized approach that combines traditional planning principles with contemporary strategies.

Braintree, Massachusetts

Grindstone Wealth Management is an investment advisory firm in Braintree, Massachusetts. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Bridgewater, Massachusetts

Kaplan Family Financial, LLC, based in Bridgewater, Massachusetts, offers financial planning services with a focus on retirement planning and investment management. The firm maintains relationships with multiple insurance carriers and can provide information on individual and group health insurance products. Clients may request a complimentary consultation to discuss their specific financial situation.

Burlington, Massachusetts

Cornerstone Financial Management is a fiduciary financial advisory firm in Burlington, Massachusetts, offering financial planning and investment management services. The firm's advisors hold credentials including CFP, CFA, CAIA, and CKA designations with over 50 years of combined industry experience. Services include a three-step process of organizing financial information, developing custom financial plans, and implementing recommendations, with options for in-person or virtual meetings.

Burlington, Massachusetts

Greenway Financial Advisors LLC is a fee-only advisory firm in Burlington, Massachusetts, led by CFP® practitioners Brendan O'Rourke and Dennis O'Leary. The firm provides financial planning, retirement planning, investment management, and tax strategy services to individuals, families, and small businesses, operating under a fiduciary standard. Both advisors maintain CFP® certification, with O'Rourke also holding an Enrolled Agent credential, and the firm operates exclusively on client fees with no commissions or product sales incentives.

Cohasset, Massachusetts

Plan 4, Inc. is a financial planning firm based in Cohasset, Massachusetts, registered with LPL Financial. The firm's advisors hold credentials including CFP and CPA designations and serve clients across a range of life stages, with stated specialties in estate planning and investment strategies. Plan 4 operates through a team-based model and has been recognized by LPL for client service achievement, with the firm's leadership having earned positions in LPL's Summit Club Program and Ascent Club.

Dartmouth, Massachusetts

USA Wealth Advisors is a family-owned, independent fiduciary firm in Dartmouth, Massachusetts that provides estate planning, insurance analysis, and investment management services. The firm takes a holistic approach to financial planning that integrates investments, retirement planning, tax considerations, estate planning, insurance coordination, and life transitions rather than addressing each area in isolation. Operating as both an insurance business and a registered investment advisory practice through AE Wealth Management LLC, the firm serves individuals and families across various life stages.

Dedham, Massachusetts

Fox Hill Wealth Management is an investment advisory firm in Dedham, Massachusetts. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Dedham, Massachusetts

D'Arcangelo Financial Advisors is a wealth management firm in Dedham, Massachusetts, founded in 1999 by CPAs and serving the MetroWest and Greater Boston region. The firm provides financial planning and investment management with a focus on retirement planning, estate planning, and asset transfer strategies for individuals and families. With over 25 years of experience, the firm emphasizes tax-aware planning and personalized guidance across various life stages.

Dedham, Massachusetts

Beck Bode is a fee-only fiduciary financial advisory firm based in Dedham, Massachusetts, founded by Ben Beck and Jim Bode with a focus on comprehensive financial planning and disciplined investment management. The firm has expanded through mergers with Intentional Wealth Advisors (2022), Compass Rose PIM (2021), and Boston Retirement Advisors (2016), and offers a goal-based investing approach centered on client objectives rather than product sales. Beck Bode specializes in working with business founders and practice owners on succession planning and firm transitions, and provides coaching and training for next-generation advisors. The firm emphasizes a relationship-first, values-based model grounded in transparent, long-term client partnerships.

Duxbury, Massachusetts

Dalton Wealth Group is an investment advisory firm in Duxbury, Massachusetts. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

East Longmeadow, Massachusetts

Ferrentino Wealth Management is an investment advisory firm in East Longmeadow, Massachusetts. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

East Longmeadow, Massachusetts

Martin Capital Planning is a financial advisory firm in East Longmeadow, Massachusetts, founded by Ryan Martin, who holds credentials as CEPA and AIF. The firm provides financial planning and investment management services, with a focus on small business owners and working-class clients navigating retirement planning and business ownership challenges. Ryan Martin personally manages client relationships and emphasizes a transparent, long-term approach grounded in clarity, confidence, and accountability.

Florence, Massachusetts

Streetlight Financial is an investment advisory firm in Florence, Massachusetts. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Greenfield, Massachusetts

Sabelawski Financial Group is a tax and wealth management firm located in Greenfield, Massachusetts, founded and led by Edward Sabelawski, an enrolled agent and investment advisor representative. The firm provides tax preparation, IRS representation, financial planning, investment management, and insurance services to individuals, families, and small businesses, operating on a fee-only basis with no commissions or maintenance fees. Edward holds a Master of Science in Financial Services and multiple industry certifications including Certified Fund Specialist, Board Certification in Asset Allocation, Certified Annuity Specialist, Certified Income Specialist, and Certified Tax Specialist.

Hudson, Massachusetts

True Wealth Advisor Group is a Hudson, Massachusetts–based financial advisory firm that employs a three-step, data-driven process to develop individualized financial strategies for clients. The firm provides client education resources and offers access to AdviceWorks, a platform for account performance tracking, document management, and consolidated financial views. The firm serves clients with Social Security planning guidance and related advisory services.

Hyannis, Massachusetts

Wealth Enhancement Group is an investment advisory firm in Hyannis, Massachusetts. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Hyannis, Massachusetts

Fairway Financial is a Hyannis-based retirement planning firm founded in 1999 by Steve Anzuoni, who holds the RICP® designation and brings 35+ years of industry experience. The firm specializes in retirement income strategies, Social Security planning, and legacy planning, offering complimentary retirement reviews and working with both pre- and post-retirement clients. Anzuoni hosts a weekly radio show and regularly conducts workshops and media appearances on retirement topics.

Longmeadow, Massachusetts

Retirement Income Source SFG serves clients in Longmeadow, Massachusetts with a focus on retirement planning and wealth management strategies. The firm specializes in building income-focused retirement plans that emphasize capital preservation, steady cash flow from interest and dividends, and risk management across market cycles. Services include retirement planning, wealth management, income-investing approaches, and estate and legacy planning. The firm monitors client plans and adjusts them as market conditions change.

Marlborough, Massachusetts

Thomas Hayes operates Cedar Hill Financial Group in Marlborough, Massachusetts, offering financial planning and investment management services through LPL Financial. As a Certified Financial Planner and Chartered Life Underwriter, he provides one-on-one consultations, comprehensive financial plans for retirement and education savings, and portfolio construction informed by security characteristics and diversification principles. The firm conducts complimentary risk assessments and portfolio reviews to align client investments with stated objectives.

Mashpee, Massachusetts

Orchard Financial Strategies & Insurance Services, based in Mashpee, Massachusetts, is led by Brendan Geggatt and provides insurance analysis and financial planning services. The firm works with busy professionals through a structured discovery and planning process, offering protection analysis (life, disability, and long-term care insurance), retirement planning, investment management, and estate planning guidance. The advisor is registered as a New York Life Agent and NYLIFE Securities Representative.

Natick, Massachusetts

Kaizerman & Associates is a financial planning and wealth management firm based in Natick, Massachusetts. The firm works with individuals and families to develop customized strategies that connect their financial resources and objectives. Their approach involves personalized planning to address client goals and circumstances.

Natick, Massachusetts

Testa Associates LLC is an investment advisory firm in Natick, Massachusetts. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Newton, Massachusetts

RWA Wealth Partners offers financial planning, investment management, legacy planning, and tax planning services to private clients in Newton, Massachusetts. The firm is registered as a registered investment adviser (RIA) and has received recognition from Barron's and Investment News. Services are customized and delivered at an institutional level, with a stated emphasis on helping clients pursue personal goals and financial security.

North Billerica, Massachusetts

Hynes Financial Partners, located in North Billerica, Massachusetts, was founded in 2022 by Frank Hynes and his son Brendan to provide financial planning services with a client-centered approach. The firm offers analysis and strategy development across risk management, tax planning, investment planning, retirement planning, estate planning, and accumulation goals, following a six-step process from discovery through ongoing monitoring. The team brings over 35 years of combined experience in financial services and positions itself as an independent practice focused on objective advice rather than product sales.

Northampton, Massachusetts

One Day In July Investment Advisors is a fee-only fiduciary firm based in Northampton, Massachusetts, that provides investment management services to individuals, families, and institutions. The firm constructs diversified portfolios using low-cost index funds and ETFs, primarily through Vanguard and iShares, with client assets held at Charles Schwab. As an independently owned advisory practice, the firm charges fees directly to clients only and does not accept commissions or participate in revenue-sharing arrangements with fund companies. The advisors emphasize tax-efficient, after-fee analysis and long-term client relationships supported by in-person meetings rather than algorithmic or outsourced decision-making.

Northampton, Massachusetts

Barrister Financial, based in Northampton, Massachusetts, offers holistic financial planning services to women, multigenerational families, and business owners. The firm, founded in 2014 by Kathleen Collins, Esq., CRPC, operates on a fiduciary basis and specializes in retirement and estate planning, tax efficiency, insurance strategies, business asset management, and lifestyle-based financial planning. The principal advisor is a lawyer with 25 years of financial advisory experience and expertise in tax and estate law, and the firm has recently expanded to include a second licensed advisor with legal training. The firm emphasizes a comprehensive planning process that is revisited as client circumstances change, rather than passive management.

Plymouth, Massachusetts

Granite Wealth Management is a full-service investment firm based in Plymouth, Massachusetts that provides long-term financial planning and investment account management services. The firm specializes in retirement planning and offers detailed scenario-based analyses to help clients evaluate outcomes. Key principals include Bruce and Andrew, who are cited by clients for guiding portfolios through market volatility and maintaining focus on long-term retirement objectives.

Rockland, Massachusetts

Veritas Boston Wealth Management, based in Rockland, Massachusetts, provides estate planning, financial planning, investment management, and wealth management services to individuals, families, and business owners. The firm has operated for over 25 years and employs a customized approach to portfolio management informed by client goals, risk tolerance, and time horizon. Services include investment advice, guidance, and private banking options.

Rockland, Massachusetts

Mark D. Mulflur, Wealth Advisor - Prowealth LLC is an investment advisory firm in Rockland, Massachusetts. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Shelburne Falls, Massachusetts

Wellington Shields & Co. is a wealth management firm founded in 1925 and based in Shelburne Falls, Massachusetts, structured as an over 90% employee-owned firm. The firm offers comprehensive wealth management services supported by technology partnerships including BNY Pershing, eMoney, and Black Diamond, along with mobile access and research capabilities through its Dudack Research Group. As an employee-owned business, the firm invests alongside its clients and publishes regular market insights and equity analysis.

Somerset, Massachusetts

Fonseca Financial Services is a financial services firm in Somerset, Massachusetts offering financial planning and investment management services. The firm provides investment assistance across stocks, bonds, mutual funds, ETFs, and other securities, as well as retirement plan guidance covering IRAs, 401(k)s, and similar vehicles. The firm also offers insurance products including life, disability income, and long-term care coverage, along with tax planning and estate planning services. James R. Fonseca is listed as an LPL Registered Sales Assistant.

Southborough, Massachusetts

Creative Planning is an investment advisory firm in Southborough, Massachusetts. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Springfield, Massachusetts

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Springfield, Massachusetts. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sturbridge, Massachusetts

Capstone Planning Group is an investment advisory firm in Sturbridge, Massachusetts. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Vineyard Haven, Massachusetts

Vineyard Wealth Group is an investment advisory firm in Vineyard Haven, Massachusetts. The office is open five days a week. It holds a 5-star rating from 12 Google reviews.

Wayland, Massachusetts

Asset Strategy is an independent, fee-based wealth management firm serving individuals, families, business owners, and retirees from its Wayland, Massachusetts base. Operating for over 35 years, the firm provides investment management, financial planning, insurance analysis, retirement planning, and tax planning services, with a stated fiduciary-first approach. The firm also serves corporate and nonprofit retirement plan sponsors. Asset Strategy operates as part of a network of affiliated companies across New England.

Wellesley Hills, Massachusetts

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Wellesley Hills, Massachusetts. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 2 Google reviews.

Westford, Massachusetts

Advanced Portfolio Design LLC is an investment advisory firm in Westford, Massachusetts. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Westminster, Massachusetts

Jennifer Aube Wealth Management is an investment advisory firm in Westminster, Massachusetts. Services include Investment Management and Retirement Planning. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 7 Google reviews.

Westport, Massachusetts

Financial Planning Alternatives, based in Westport, Massachusetts, is owned and led by Monisha Potter, a CFP® professional who provides financial planning, investment management, and insurance analysis services. The firm emphasizes client education and understanding of recommended strategies as central to its advisory approach. Potter works with clients across multiple generations to address their financial planning needs.

Wilbraham, Massachusetts

RMG Wealth Management Group is an investment advisory firm in Wilbraham, Massachusetts. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Wilbraham, Massachusetts

Rooney Insurance & Financial, based in Wilbraham, Massachusetts, provides insurance analysis and planning services with a stated focus on helping clients understand their coverage in detail. The firm designs custom insurance plans tailored to individual needs and also offers Social Security planning. According to customer reviews, the firm maintains a 4.7-star rating across 29 Google reviews.

Worcester, Massachusetts

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Worcester, Massachusetts. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Worcester, Massachusetts

Raymond James & Associates is an investment advisory firm in Worcester, Massachusetts. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Worcester, Massachusetts

Rollover Advisory Services is an investment advisory firm in Worcester, Massachusetts. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Worcester, Massachusetts

New Harbor Financial Group is a privately held investment advisory firm founded in 2005, with offices in Worcester and Leominster, Massachusetts, serving individuals, families, and institutions across all 50 states. The firm offers fee-based asset management, retirement planning, estate planning, and insurance analysis services, with multiple team members holding the CFP credential and operating under fiduciary standards. New Harbor employs a collaborative team-based approach to financial guidance rather than assigning clients to individual advisors, and emphasizes data-driven analysis and independent advice unaffiliated with specific product providers.

Worcester, Massachusetts

Reynolds Andrews Wealth Advisors of Raymond James is an investment advisory firm in Worcester, Massachusetts. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 1-star rating from 1 Google review.