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Top Rated Financial Advisors in Boston, 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 Boston, 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 Boston, 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 Boston, 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.

Josh Darwin

Regal Financial
Josh Darwin, a financial fiduciary, provides financial services to clients in the Needham, Massachusetts area. Josh has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $10,000,000

    Financial Services Provided:

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

Stephen Ahern

Sachetta LLC
CPA, MST, CFP®, PFS, AEP®
Stephen Ahern, a financial fiduciary, provides financial services to clients in the Lynnfield, Massachusetts area. Stephen holds the CPA, MST, CFP®, PFS, AEP® certifications. Stephen has over 35 years of experience.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    Fidelity Investments, Charles Schwab & Company,

Georgia Bruggeman

Meridian Financial Advisors, LLC
CFP®
Georgia Bruggeman, a financial fiduciary, provides financial services to clients in the Holliston, Massachusetts area. Georgia holds a CFP® certification. Georgia has over 29 years of experience.

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    TD Ameritrade

Peter Canniff

Advanced Portfolio Design, LLC
CFP®
Peter Canniff, a financial fiduciary, provides financial services to clients in the Westford, Massachusetts area. Peter holds a CFP® certification. Peter has over 28 years of experience.

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    Fidelity/National Financial Srvs, Nationwide

Bluebird Wealth Management

Bluebird Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the West Newbury, Massachusetts area.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    TD Ameritrade Institutional

Steven Stanganelli

Clear View Wealth Advisors LLC
CFP®, AEP®, CRPC®
Steven Stanganelli, a financial fiduciary, provides financial services to clients in the Amesbury, Massachusetts area. Steven holds the CFP®, AEP®, CRPC® certifications. Steven has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts

    Name(s) of Custodian(s):
    Folio Institutional , Shareholders Service Group, Betterment Institutional

Michael MacLean

Mercantile Private Wealth Management
CFP®
Michael MacLean, a financial fiduciary, provides financial services to clients in the Worcester, Massachusetts area. Michael holds a CFP® certification. Michael has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    Pershing LLC

Carl Amos Johnson

Grove Street Fiduciary, LLC
CFP®, AIF®
Carl Amos Johnson, a financial fiduciary, provides financial services to clients in the Peterborough, New Hampshire area. Carl holds the CFP®, AIF® certifications. Carl has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $5,000,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    Schwab, Vanguard, Fidelity

BASIC INFORMATION NEEDED FOR THE INQUIRY