2 advisors with offices in Amherst. Credentials, fee structures, and minimums are disclosed on each listing.
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.
View detailsAmherst, 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.
View detailsAdvisors serving Amherst specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Massachusetts's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.