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19 Top Rated
Financial Advisors in Holliston, 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. Georgia is the owner of Meridian Financial Advisors, LLC. Georgia holds the Certified Financial Planner certifications and has over 29 years of experience. Georgia provides financial services to clients in the Holliston, 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).

Danny DeHoney

Chapel View Private Wealth Group
CFP® ChFC® CRPC® CLU®
Danny DeHoney, a financial fiduciary has been a Paladin Registry member since 2006. Danny holds the Certified Financial Planner , Chartered Financial Consultant , Chartered Retirement Planning Counselor , Chartered Life Underwriter certifications and has over 20 years of experience. Danny provides financial services to clients in the Cranston, Rhode Island 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. Peter 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. Steven 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 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).

Carl Amos Johnson

Grove Street Fiduciary, LLC
AIF® CFP®
Carl Amos Johnson, a financial fiduciary has been a Paladin Registry member since 2004. Carl Amos is the owner of Grove Street Fiduciary, LLC. Carl Amos holds the Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 20 years of experience. Carl Amos provides financial services to clients in the Peterborough, New Hampshire 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. Stephen 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).

Eline Ruediger

Grove Street Fiduciary, LLC
CFP®
Eline Ruediger, a financial fiduciary has been a Paladin Registry member since 2008. Eline holds the Certified Financial Planner certifications and has over 25 years of experience. Eline provides financial services to clients in the Peterborough, New Hampshire 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).

Wendell Stewart III

Executive Financial Services, Inc.
CFP® ChFC® CLU®
Wendell Stewart III, a financial fiduciary has been a Paladin Registry member since 2008. Wendell is the owner of Executive Financial Services, Inc.. Wendell holds the Certified Financial Planner , Chartered Financial Consultant , Chartered Life Underwriter certifications and has over 30 years of experience. Wendell provides financial services to clients in the Windham, New Hampshire 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).
Financial Engines Advisors
Financial Engines Advisors, 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 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).

John Finn

Finn & Meehan Wealth Management
ChFC® CLU®
John Finn, a financial fiduciary has been a Paladin Registry member since 2014. John holds the Chartered Financial Consultant , Chartered Life Underwriter certifications and has over 30 years of experience. John provides financial services to clients in the Middletown, Rhode Island 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).

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.
Badge4

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 Henderson

Lansdowne Wealth Management, LLC
CDFA®
Robert Henderson, a financial fiduciary has been a Paladin Registry member since 2016. Robert is the owner of Lansdowne Wealth Management, LLC. Robert holds the Certified Divorce Financial Analyst certifications and has over 13 years of experience. Robert provides financial services to clients in the Mystic, Connecticut area.
Badge4

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. Spencer 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. Paul 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.
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.
Badge4

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).

David Neal

Coburn & Meredith, Inc.
CRPC® CRPS®
David Neal, a financial fiduciary has been a Paladin Registry member since 2018. David holds the Chartered Retirement Planning Counselor , Chartered Retirement Plans Specialist certifications and has over 16 years of experience. David provides financial services to clients in the Stafford Springs, Connecticut area.
Badge4

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).

Charles Beynon

Seacoast Financial Planning - An Ameriprise Platinum Financial Services practice
CFP® ChFC® CMFC® CRPC® CLU® MPAS℠
Charles Beynon, a financial fiduciary has been a Paladin Registry member since 2018. Charles is the owner of Seacoast Financial Planning - An Ameriprise Platinum Financial Services practice. Charles holds the Certified Financial Planner , Chartered Financial Consultant , Chartered Mutual Fund Counselor , Chartered Retirement Planning Counselor , Chartered Life Underwriter , Master Planner Advanced Studies certifications and has over 19 years of experience. Charles provides financial services to clients in the Portsmouth, New Hampshire area.
Badge4

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).

Justin Hudock

Justin Hudock
Justin Hudock, a financial fiduciary has been a Paladin Registry member since 2020. Justin provides financial services to clients in the Marstons Mills, Massachusetts area.
Badge4

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).

Jim Rose

Jim Rose
CFP®
Jim Rose, a financial fiduciary has been a Paladin Registry member since 2020. Jim holds the Certified Financial Planner certifications and has over 11 years of experience. Jim provides financial services to clients in the Southborough, Massachusetts area.

BASIC INFORMATION NEEDED FOR THE INQUIRY

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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