Financial Advisors in Massachusetts

Chris Chen CFP® is a Boston, MA area fee-only fiduciary financial planner based in Newton, MA and serving the entire region. Insight Financial Strategists provides financial planning, retirement income planning, investment management, and post-divorce planning services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chris Chen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Chris Chen CFP® helps guide successful individuals and families with wealth accumulation and preservation, retirement income planning, education funding, and family protection strategies. He is especially adept at successfully navigating clients through life transitions that are often challenging such as retirement income planning, expatriation, and divorce financial planning.

As a CFP® professional, Chris works with his clients' own legal and tax advisers to build cost-effective and tax-efficient strategies to help clients achieve their long-term financial goals with wealth preservation, asset growth, and legacy planning. For people who don't have a tax or estate planning legal advisor, Chris will refer to trusted professionals.

Chris earned his Bachelor’s degree in Economics and International Relations from the University of Rochester and his MBA in Finance from the McCombs School of Business at the University of Texas. He is also a CERTIFIED FINANCIAL PLANNER® practitioner, a Certified Divorce Financial Analyst, a Registered Life Planner and is a trained Mediator, having completed mediation training in accordance with M.G.L. ch.233 § 23C... See More

Maureen Demers CFP EA is a North Andover, MA fee-only financial planner. Demers Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Maureen Demers is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. We provide comprehensive, tax-focused financial planning on a fee-only retainer basis for those contemplating retirement within the next 10 years.... See More

At First Financial Trust, we see wealth management differently. Above all, your needs are personal and we are always thinking based on what’s best for you and your future. With this in mind, our mission is to put each client’s best interests first. We have an experienced team that includes Investment Officers, Trust Administrators, and Financial Planners. Altogether, they offer comprehensive solutions that can be tailored to your specific short and long term goals.

► Investments
► Charitable Endowments
► Not-For-Profit Associations
► Charitable Trusts
► Private Foundations
► Estate Settlement Services
► Retirement Planning
► Estate Planning
► Education Planning... See More

SAGEbroadview Wealth Management is an independent, Fee-Only Registered Investment Advisory firm with offices in in Morristown, NJ, Farmington, CT, & Burlington, MA specializing in providing busy professionals and their families with wealth management services. We help clients build customized financial plans and investment portfolios. We also help corporate managers/directors make the best use of their complex compensation and benefit packages according to their individual goals.

Our firm philosophy: LEARNING and EDUCATING, with an emphasis on applying academic evidence to sensible, real-life investing; CARING for our clients in a fiduciary relationship; and SIMPLIFYING financial lives.... See More

Corey Scrupps is dedicated to serving the investment and financial needs of his clients through comprehensive financial planning and strategic investment management. He specializes in Retirement and Income Planning, always with a focus on providing a clear, easy explanation of all financial products and services. Corey has worked with both individual and corporate clients in all facets of financial planning, including estate planning and transferring assets tax efficiently.

Corey brings more than 15 years of private investment advisory experience to his wealth management practice. He joined Northeast Planning Associates in 2011, and holds Registered Financial Consultant (RFC®) and Accredited Investment Fiduciary (AIF®) designations. Corey also holds the Financial Industry Regulatory Authority (FINRA) Series 6, 7, and 63 securities registrations through LPL Financial, as well as the Series 66 registration with NPA and LPL, and is a licensed Accident Life & Health Insurance agent. He is a member of Financial Services Institute.

An active member of his community. Corey currently sits on the Board of Directors of The Wish Project, which provides people in need in the Merrimack Valley with basic furniture, home and baby goods, primarily through reusing and recycling. By providing basic goods to people in crisis, The Wish Project helps end needless suffering in the short term, while helping to end homelessness in the long term. He is also member of the Parents Council of Children’s Castle Daycare/Preschool in West Newbury, MA and supports the Newburyport Education Foundation.

Corey graduated from Bates College in Lewiston, ME with a B.A. in Sociology. When not meeting with clients, he enjoys spending time with his family, traveling, restoring antique homes, and Crossfit. Corey resides in Newburyport, Massachusetts with his wife Rachael, and their sons AJ and Landon.... See More

Timbuktu Capital Management, LLC offers financial planning and investment advice. (Financial planning includes tax planning, insurance planning, retirement planning and estate planning. Financial planning services may include consultations and/or written plans, which analyze a client's financial situation and makes appropriate recommendations for strategies and methods of implementation of the strategies.)

Timbuktu Capital Management, LLC provides financial planning and investment management to individuals, families and their related entities, trusts and estates, pension plans, and family businesses. Timbuktu Capital Management, LLC works with clients to define financial objectives and to develop strategies for reaching these objectives, some of which may include: identification of financial problems, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, special needs planning, family business succession issues, business management issues, business planning, fringe benefits, and/or other issues specific to the client.

Timbuktu Capital Management, LLC’s compensation is solely from fees paid directly by clients. The firm does not receive commission based on the client’s purchase of any financial products, including insurance. No commissions in any form are accepted. No referral fees are paid or accepted. No benefits are received from custodians/broker-dealers based on the client securities transactions (“no soft dollar benefits”).

Assets under the direct management of Timbuktu Capital Management, LLC are held by independent custodians, including TD Ameritrade, TIAA-CREF, Vanguard, Fidelity, Schwab or others, in the client’s name. Timbuktu Capital Management, LLC does not act as custodian of client’s assets, although we may at times be considered by the regulatory agencies to technically have “custody” over certain types of accounts held at independent custodians.... See More

WEALTH MANAGEMENT AND TAX PREPARATION FOR AN ANNUAL CONSULTING FEE ONLY. NO PRODUCT SALES.

David Martula, CFP, MBA
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Phuong Luong, BA, CFP, M.Ed.
Just Wealth is a virtual, fee-only firm that specializes in financial planning for clients doing mission-driven work. Our goal is to save you time and help you build wealth.
Just Wealth has no asset minimums and works with clients with all types of income levels and financial situations. Topics include: creating a system for managing income and expenses, setting savings and investing goals, figuring out your investment mix, debt repayment/student loan analysis, and taking full advantage of employee benefits.
Just Wealth does not sell products or manage money. The firm solely provides advice and financal planning.
Phuong provides a free 30 minute strategy session to learn more about your current financial situation and to answer any questions you have about financial planning. Find a time that works for you here: https://justwealthplanning.acuityscheduling.com/schedule.php. ... See More

Susan Moore, CFP, MS
Moore Financial Advisors, Ltd., is an independent, fee-only firm providing investment management and financial planning services. Since "life is what happens when you're making plans,' we build relationships founded in trust and integrity, so that we can be there to help you build, manage, and protect your assets through life's transitions. Schedule an introductory call:... See More

Jeanne Sullivan, CFP
Financially in Tune provides financial planning and investment management services to clients. Clients can either delegate the management of their portfolio and pay a retainer fee to Financially in Tune or clients who want guidance on a more limited set of issues can work with Financially in Tune on an hourly or project basis.... See More

Joshua Trubow, CFP, MSFP
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Sensible Financial provides integrated financial planning and investment advisory services to individuals, couples and families. We use leading edge techniques to provide customized advice within an affordable fee structure.
With most clients, we begin with a financial plan, and move on to investment management and / or ongoing financial planning support as client need and interest warrant.
We offer a complimentary initial consultation to clients considering a financial plan.... See More

Elizabeth Remick, CFP, MBA
Ithaka Financial Planning, a fee-only, Financial Planning firm specializing in helping professional women and their families bring future dreams into today's decisions. Ithaka provides comprehensive financial planning, investment management and continuous accountability to your life and financial goals. ... See More

Robert Hockett, BA, CFP
As a fee-only, independent fiduciary, Modera Wealth Management is committed to providing advice in the best interests of its clients to help them reach their financial objectives. We offer comprehensive wealth management and portfolio management services using integrated financial planning strategies, disciplined rebalancing and diversified asset allocations with historically low-correlated, cost-efficient investments designed to minimize portfolio risk. Our professionals provide depth and breadth of industry experience and are dedicated to building trusted partnerships with clients working toward their long-term financial success. Modera manages over $2 billion in client assets as of January 1, 2017.
Our wealth management services are designed to be comprehensive and intended for clients with at least $1 million in investment assets. Alternatively, in select cases where a prospective client has entered the rapid accumulation phase, our services may also be appropriate. This may apply to some licensed professionals and other business owners who have reinvested heavily in their businesses and now need to diversify separately from their core businesses. We invite you to contact us for an initial consultation to explore if we should work together. If we are not the right firm for you, we would be more than happy to refer you to a fee-only firm that may be more appropriate.
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Jeffrey Meenes, CFP, MS
"Independence" is one of the many attributes that is common among great financial advisors. Independence comes in many forms -- from commission-free advice, long-term thinking that avoids chasing hot investment trends, creating unique financial plans for each client, and much more.
Meenes Wealth Partners is an independent financial planning and investment advisory firm. We offer a complimentary initial consultation to further explore our services. We are here to ensure that you make optimal decisions with your money, that you get and keep your entire financial house in order, and that you have the highest level of confidence in achieving your life and financial goals.... See More