Fiduciary advisors in Boston, MA

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

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

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.

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.