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Top Rated Financial Advisors in Tewksbury, 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 Tewksbury, 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 Tewksbury, 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 Tewksbury, 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.

Stephen Ahern

Sullivan Bille Group - Wealth Management Advisors, LLC
CFP® CPA PFS AEP® MST
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 Certified Financial Planner , Certified Public Accountant , Personal Financial Specialist , Accredited Estate Planner® , Master of Science in Taxation certifications. Stephen has over 26 years of experience. Stephen provides financial services to clients in the Tewksbury, Massachusetts area.
  • 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

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 a Certified Financial Planner certification. Georgia has over 29 years of experience. Georgia has over 29 years of experience with Meridian Financial Advisors, LLC firm. Georgia provides financial services to clients in the Holliston, Massachusetts area.
  • 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

Danny DeHoney

Chapel View Private Wealth Group
CFP® ChFC® CRPC® CLU® APMA®
Danny DeHoney, a financial fiduciary, has been a Paladin Registry member since 2006. Danny holds Certified Financial Planner , Chartered Financial Consultant , Chartered Retirement Planning Counselor , Chartered Life Underwriter , Accredited Portfolio Management Advisor certifications. Danny has over 22 years of experience. Danny provides financial services to clients in the Cranston, Rhode Island area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Connecticut
    • Florida
    • Massachusetts
    • Minnesota
    • New Hampshire
    • New York
    • Pennsylvania
    • Rhode Island
    • Virginia

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

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

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 a Certified Financial Planner certification. Peter has over 24 years of experience. Peter provides financial services to clients in the Westford, Massachusetts area.
  • 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

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 Accredited Estate Planner® , Certified Financial Planner , Chartered Retirement Planning Counselor certifications. Steven has over 30 years of experience. Steven provides financial services to clients in the Amesbury, Massachusetts area.
  • 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

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 partner in Grove Street Fiduciary, LLC. Carl Amos holds Accredited Investment Fiduciary , Certified Financial Planner certifications. Carl Amos has over 22 years of experience. Carl Amos provides financial services to clients in the Peterborough, New Hampshire area.
  • State Licences:
  • Financial Advice, Services for Fees: Not Applicable
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Schwab
  • Vanguard
  • Fidelity

Eline Ruediger

Grove Street Fiduciary, LLC
CFP®
Eline Ruediger, a financial fiduciary, has been a Paladin Registry member since 2008. Eline holds a Certified Financial Planner certification. Eline has over 25 years of experience. Eline provides financial services to clients in the Peterborough, New Hampshire area.
  • State Licences:
  • Financial Advice, Services for Fees: Not Applicable
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Schwab
  • Vanguard
  • Fidelity

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 Certified Financial Planner , Chartered Financial Consultant , Chartered Life Underwriter certifications. Wendell has over 30 years of experience. Wendell provides financial services to clients in the Windham, New Hampshire area.
  • 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

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity/National Financial Srvs

Ayaz Mahmud

West Branch Capital LLC
Ayaz Mahmud, a financial fiduciary, has been a Paladin Registry member since 2014. Ayaz is the owner of West Branch Capital LLC. Ayaz has over 37 years of experience. Ayaz provides financial services to clients in the Amherst, Massachusetts area.
  • 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

Financial Engines Advisors

Edelman Financial Engines, LLC
Financial Engines Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2014. Firm has over 25 years of experience. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

John Finn

Finn & Meehan Wealth Management
ChFC® CLU®
John Finn, a financial fiduciary, has been a Paladin Registry member since 2014. John holds Chartered Financial Consultant , Chartered Life Underwriter certifications. John has over 30 years of experience. John provides financial services to clients in the Middletown, Rhode Island area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Connecticut
    • Florida
    • Illinois
    • Maine
    • Maryland
    • Massachusetts
    • New Hampshire
    • New Jersey
    • New York
    • Pennsylvania
    • Rhode Island
    • Vermont
  • Investment Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • Connecticut
    • Delaware
    • Florida
    • Georgia
    • Hawaii
    • Illinois
    • Indiana
    • Maine
    • Maryland
    • Massachusetts
    • Michigan
    • New Hampshire
    • New Jersey
    • New York
    • North Carolina
    • Ohio
    • Pennsylvania
    • Rhode Island
    • Vermont
  • Insurance Products for Commission: State List
    • Connecticut
    • Massachusetts
    • Rhode Island

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • LPL Financial

Joelle Spear

Canby Financial Advisors LLC
CFP®
Joelle Spear, a financial fiduciary, has been a Paladin Registry member since 2014. Joelle holds a Certified Financial Planner certification. Joelle has over 16 years of experience. Joelle provides financial services to clients in the Framingham, Massachusetts area.
  • 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

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 Accredited Investment Fiduciary , Certified Financial Planner certifications. Spencer has over 16 years of experience. Spencer provides financial services to clients in the Lexington, Massachusetts area.
  • 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

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 a Certified Financial Planner certification. Paul has over 21 years of experience. Paul provides financial services to clients in the Portsmouth, New Hampshire area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: State List
    • California
    • Florida
    • Maine
    • Massachusetts
    • New Hampshire
    • North Carolina

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • Charles Schwab
  • First Clearing

Adam Wojtkowski

Smith, Salley & Associates
CFP® EA
Adam Wojtkowski, a financial fiduciary, has been a Paladin Registry member since 2017. Adam holds Certified Financial Planner , Enrolled Agent certifications. Adam has over 15 years of experience. Adam provides financial services to clients in the Walpole, Massachusetts area.
  • 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

David Neal

Coburn Financial
CRPC® CRPS®
David Neal, a financial fiduciary, has been a Paladin Registry member since 2018. David holds Chartered Retirement Planning Counselor , Chartered Retirement Plans Specialist certifications. David has over 16 years of experience. David provides financial services to clients in the Stafford Springs, Connecticut area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Connecticut
    • Florida
    • Massachusetts
    • New York
  • Investment Products for Commission: State List
    • California
    • Connecticut
    • Florida
    • Massachusetts
    • New York
  • Insurance Products for Commission: State List
    • Connecticut
    • Florida
    • New York

Additional Information:

Years of Experience:
16 Years

    Fee Structure

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

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Fidelity
  • LPL Financial

Charles Beynon

Seacoast Financial Planning - a private wealth advisory practice of Ameriprise Financial Services
CFP® ChFC® CMFC® CRPC® CLU® MPAS℠ MS
Charles Beynon, a financial fiduciary, has been a Paladin Registry member since 2018. Charles is the owner of Seacoast Financial Planning - a private wealth advisory practice of Ameriprise Financial Services. Charles holds Certified Financial Planner , Chartered Financial Consultant , Chartered Mutual Fund Counselor , Chartered Retirement Planning Counselor , Chartered Life Underwriter , Master Planner Advanced Studies , Master of Science certifications. Charles has over 20 years of experience. Charles has over 20 years of experience with Seacoast Financial Planning - a private wealth advisory practice of Ameriprise Financial Services firm. Charles provides financial services to clients in the Portsmouth, New Hampshire area.
  • State Licences:
  • Financial Advice, Services for Fees: None
  • Investment Products for Commission: State List
    • Maine
    • Massachusetts
    • New Hampshire
    • Vermont
  • Insurance Products for Commission: All 50 States

Additional Information:

Years of Experience:
20 Years

    Fee Structure

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

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Ameriprise Financial

Justin Hudock

Starboard Wealth Management
Justin Hudock, a financial fiduciary, has been a Paladin Registry member since 2020. Justin is the owner of Starboard Wealth Management. Justin has over 20 years of experience. Justin provides financial services to clients in the Marstons Mills, Massachusetts area.

Additional Information:

Years of Experience:
20 Years

Josh Darwin

Regal Financial
Josh Darwin, a financial fiduciary, has been a Paladin Registry member since 2021. Josh is the owner of Regal Financial. Josh has over 30 years of experience. Josh provides financial services to clients in the Needham, Massachusetts area.

Additional Information:

Years of Experience:
30 Years

    Asset Requirement: $100,000

    Financial Services Provided:

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

Michael MacLean

Mercantile Private Wealth Management
CFP®
Michael MacLean, a financial fiduciary, has been a Paladin Registry member since 2021. Michael is the owner of Mercantile Private Wealth Management. Michael holds a Certified Financial Planner certification. Michael has over 14 years of experience. Michael provides financial services to clients in the Worcester, Massachusetts area.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)

    Financial Services Provided:

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

Bluebird Wealth Management

CFP®
Bluebird Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2021. Keith is the owner of Bluebird Wealth Management. Keith holds a Certified Financial Planner certification and has over 11 years of experience. Bluebird Wealth Management provides financial services to clients in the West Newbury, Massachusetts area.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

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.