Fiduciary advisors in Northampton, MA

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.

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.