Fiduciary advisors in Dedham, MA

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.

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

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.