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10 Top Rated
Financial Advisors in Massachusetts

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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).

Georgia Bruggeman

Meridian Financial Advisors, LLC
CFP®
Georgia Bruggeman, a financial fiduciary has been a Paladin Registry member since 2005. He is the owner of Meridian Financial Advisors, LLC. Georgia holds the Certified Financial Planner certifications and has over 21 years of experience. Georgia provides financial services to clients in the Holliston, Massachusetts area.
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Paladin Registry Member

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, a financial fiduciary has been a Paladin Registry member since 2007. He is the owner of Advanced Portfolio Design, LLC. Peter holds the Certified Financial Planner certifications and has over 24 years of experience. Peter provides financial services to clients in the Westford, Massachusetts area.
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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).

Steven Stanganelli

Clear View Wealth Advisors, LLC
AEP® CFP® CRPC®
Steven Stanganelli, a financial fiduciary has been a Paladin Registry member since 2008. He is the owner of Clear View Wealth Advisors, LLC . Steven holds the Accredited Estate Planner® , Certified Financial Planner , Chartered Retirement Planning Counselor certifications and has over 30 years of experience. Steven provides financial services to clients in the Amesbury, Massachusetts area.
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Paladin Certified

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, a financial fiduciary has been a Paladin Registry member since 2004. He is the owner of Sullivan Bille Group - Wealth Management Advisors, LLC. Stephen holds the Certified Financial Planner , Certified Public Accountant , Personal Financial Specialist certifications and has over 26 years of experience. Stephen provides financial services to clients in the Tewksbury, Massachusetts area.
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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).

Partner Leads

Edelman Financial Engines
Edelman Financial Engines, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
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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, a financial fiduciary has been a Paladin Registry member since 2014. Joelle holds the Certified Financial Planner certifications and has over 16 years of experience. Joelle provides financial services to clients in the Framingham, Massachusetts area.
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Paladin Registry Member

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, a financial fiduciary has been a Paladin Registry member since 2016. He is the owner of Bickling Financial Services, Inc.. Spencer holds the Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 16 years of experience. Spencer provides financial services to clients in the Lexington, Massachusetts area.
Badge1

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).

Paul Stanley

Granite Bay Wealth Management LLC
CFP®
Paul Stanley, a financial fiduciary has been a Paladin Registry member since 2017. He is the owner of Granite Bay Wealth Management LLC. Paul holds the Certified Financial Planner certifications and has over 21 years of experience. Paul provides financial services to clients in the Portsmouth, New Hampshire area.
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Paladin Registry Member

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).

Robert Leonard

Simpson Leonard Investments LLC
CFA®
Robert Leonard, a financial fiduciary has been a Paladin Registry member since 2017. He is the partner in Simpson Leonard Investments LLC. Robert holds the Chartered Financial Analyst certifications and has over 26 years of experience. Robert provides financial services to clients in the North Andover, Massachusetts area.
Badge1

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, a financial fiduciary has been a Paladin Registry member since 2017. Adam holds the Certified Financial Planner , Enrolled Agent certifications and has over 15 years of experience. Adam provides financial services to clients in the Walpole, Massachusetts area.

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