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Top Rated Financial Advisors in Massachusetts

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Massachusetts is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Massachusetts with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Massachusetts near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Georgia Bruggeman

Meridian Financial Advisors, LLC
CFP®
Georgia Bruggeman is a financial fiduciary at Meridian Financial Advisors, LLC . Georgia Bruggeman has been a Paladin Registry member since 2005 and serves clinets in Holliston, Massachusetts.
Georgia holds Certified Financial Planner and has over 29 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Massachusetts
    • New Hampshire
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services
  • Other
  • Portfolio Management
  • Retirement Planning
  • View More
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Peter Canniff

Advanced Portfolio Design, LLC
CFP®
Peter Canniff is a financial fiduciary at Advanced Portfolio Design, LLC . Peter Canniff has been a Paladin Registry member since 2007 and serves clinets in Westford, Massachusetts.
Peter holds Certified Financial Planner and has over 24 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Massachusetts
    • New Hampshire
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • Fidelity/National Financial Srvs
  • TD Ameritrade
  • Nationwide

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm’s only method of compensation is a fee - just like you compensate other professionals and firms that you rely on for specialized knowledge, advice, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Steven Stanganelli

Clear View Wealth Advisors, LLC
AEP® CFP® CRPC®
Steven Stanganelli is a financial fiduciary at Clear View Wealth Advisors, LLC . Steven Stanganelli has been a Paladin Registry member since 2008 and serves clinets in Amesbury, Massachusetts.

Steven holds Accredited Estate Planner® , Certified Financial Planner , Chartered Retirement Planning Counselor certifications and has over 30 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Massachusetts
    • New Hampshire
  • Investment Products for Commission: Not Applicable

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services
  • Other
  • Wealth Management

    Name(s) of Custodian(s):

  • Folio Institutional
  • Shareholders Service Group
  • Betterment Institutional

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Stephen Ahern

Sullivan Bille Group - Wealth Management Advisors, LLC
CFP® CPA PFS
Stephen Ahern is a financial fiduciary at Sullivan Bille Group - Wealth Management Advisors, LLC . Stephen Ahern has been a Paladin Registry member since 2004 and serves clinets in Tewksbury, Massachusetts.

Stephen holds Certified Financial Planner , Certified Public Accountant , Personal Financial Specialist certifications and has over 26 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Florida
    • Massachusetts
    • New Hampshire

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Wealth Management

    Name(s) of Custodian(s):

  • Fidelity Investments
  • Charles Schwab & Company

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ayaz Mahmud

Ayaz Mahmud
Ayaz Mahmud is a financial fiduciary at Ayaz Mahmud . Ayaz Mahmud has been a Paladin Registry member since 2014 and serves clinets in Amherst, Massachusetts.
Ayaz Mahmud has 37 years of experience as Financial fiduciary.
  • State Licences:
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
37 Years

    Fee Structure

  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity
  • Schwab
  • TIAA CREF

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Joelle Spear

Canby Financial Advisors LLC
CFP®
Joelle Spear is a financial fiduciary at Canby Financial Advisors LLC . Joelle Spear has been a Paladin Registry member since 2014 and serves clinets in Framingham, Massachusetts.
Joelle holds Certified Financial Planner and has over 16 years of experience.
  • State Licences:
  • Investment Products for Commission: State List
    • California
    • Connecticut
    • Florida
    • Georgia
    • Maine
    • Massachusetts
    • New Hampshire
    • New York
    • Texas
    • Vermont
  • Insurance Products for Commission: Massachusetts

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Commonwealth Financial Network

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Spencer Betts

Bickling Financial Services, Inc.
AIF® CFP®
Spencer Betts is a financial fiduciary at Bickling Financial Services, Inc. . Spencer Betts has been a Paladin Registry member since 2016 and serves clinets in Lexington, Massachusetts.

Spencer holds Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 16 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: State List
    • California
    • Colorado
    • Connecticut
    • Florida
    • Illinois
    • Louisiana
    • Maine
    • Massachusetts
    • Nebraska
    • New Hampshire
    • New Jersey
    • New York
    • North Carolina
    • Ohio
    • Oklahoma
    • Pennsylvania
    • Rhode Island
    • South Carolina
    • Tennessee
    • Vermont
    • Virginia
    • Washington
  • Insurance Products for Commission: All 50 States

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • LPL Financial
  • SEI asset management

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Adam Wojtkowski

Smith, Salley & Associates
CFP® EA
Adam Wojtkowski is a financial fiduciary at Smith, Salley & Associates . Adam Wojtkowski has been a Paladin Registry member since 2017 and serves clinets in Walpole, Massachusetts.

Adam holds Certified Financial Planner , Enrolled Agent certifications and has over 15 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity
  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Justin Hudock

Justin Hudock
Justin Hudock is a financial fiduciary at Justin Hudock . Justin Hudock has been a Paladin Registry member since 2020 and serves clinets in Marstons Mills, Massachusetts.
Justin Hudock has 20 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
20 Years

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jim Rose

Jim Rose
CFP®
Jim Rose is a financial fiduciary at Jim Rose . Jim Rose has been a Paladin Registry member since 2020 and serves clinets in Southborough, Massachusetts.
Jim holds Certified Financial Planner and has over 11 years of experience.

Additional Information:

Years of Experience:
11 Years

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Josh Darwin

Josh Darwin
Josh Darwin is a financial fiduciary at Josh Darwin . Josh Darwin has been a Paladin Registry member since 2021 and serves clinets in Needham, Massachusetts.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Michael MacLean

Michael MacLean
Michael MacLean is a financial fiduciary at Michael MacLean . Michael MacLean has been a Paladin Registry member since 2021 and serves clinets in Worcester, Massachusetts.

Additional Information:

    Fee Structure

  • Commissions (Investment Products)
  • Asset-Based Fee

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Top vetted financial advisors in Massachusetts by cities

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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