MA · Burlington

Fiduciary advisors in Burlington, MA

2 advisors with offices in Burlington. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Burlington

Cornerstone Financial Management LLC

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.

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Greenway Financial Advisors LLC

★5.0(9)

Burlington, Massachusetts

Retirement Planning Investment Management

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.

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Financial advisors in Burlington, Massachusetts

Advisors serving Burlington 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.

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