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Top Rated Financial Advisors in Waltham, 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 Waltham, 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 Waltham, 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 Waltham, 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.

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Allworth Financial

Allworth Financial
Allworth Financial, a financial fiduciary, provides financial services to clients in the Waltham, Massachusetts area. Allworth has over years of experience.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

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

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Jonathan Straus

Commons Capital
CSNA (Certified Special Needs Advisor)
Jonathan Straus, a financial fiduciary, provides financial services to clients in the Needham, Massachusetts area. Jonathan holds a CSNA (Certified Special Needs Advisor) certification. Jonathan has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $25,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity Institutional Wealth Services

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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Newton, Massachusetts area.

Additional Information:

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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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 a CPA, MST, CFP®, PFS, AEP® certification. 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

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

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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

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

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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

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

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Jordan Cohne

Prudential
RICP®
Jordan Cohne, a financial fiduciary, provides financial services to clients in the South Easton, Massachusetts area. Jordan holds a RICP® certification. Jordan has over years of experience.
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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 a CFP®, AEP®, CRPC® certification. Steven has over 36 years of experience.

Additional Information:

Years of Experience:
36 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

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

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Danny DeHoney

Amerprise Advisors
Danny DeHoney, a financial fiduciary, provides financial services to clients in the Cranston, Rhode Island area. Danny has over years of experience.
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Carl Amos Johnson

Grove Street Fiduciary, LLC
MBA, CFP®, AIF®
Carl Amos Johnson, a financial fiduciary, provides financial services to clients in the Peterborough, New Hampshire area. Carl holds a MBA, CFP®, AIF® certification. 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

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

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Ronald Newton

Edelman Financial Engines, LLC
CFP®
Ronald Newton, a financial fiduciary, provides financial services to clients in the East Greenwich, Rhode Island area. Ronald holds a CFP® certification. Ronald has over 40 years of experience.

Additional Information:

Years of Experience:
40 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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